Microsoft Dynamics integrations across CDPs

Sales Intelligence. Adds 6sense Sales Intelligence panels to Microsoft Dynamics account, contact and lead pages, plus its dashboard, by importing a 6sense-supplied solution file through Power Apps.

AI Email. Auto-enrolls contacts from a Microsoft Dynamics list into a 6sense AI Email campaign once Dynamics syncs with 6sense in real time, and can push conversation statuses and emails back.

CRM sync. Reads Microsoft Dynamics 365 for Sales data into 6sense nightly through a custom security role, and can write scores and Sales Intelligence exports into its account, contact and lead tables.

Microsoft Dynamics

Destination. Sends Real-Time CDP audiences to Microsoft Dynamics 365, writing each contact's audience status to a custom field through the Contact Entity Reference API.

Source. Brings Microsoft Dynamics CRM records, including contacts, leads, accounts, opportunities, campaigns and marketing lists, into Experience Platform mapped to XDM.

Sends customer data from Amperity to Microsoft Dynamics CRM through the Dynamics Web API.

Synchronizes BlueConic profiles with Microsoft Dynamics 365 online leads and contacts in scheduled or manual batches, importing CRM data and exporting segment profiles.

Pulls Microsoft Dynamics 365 CRM data into CaliberMind for attribution, funnel and pipeline reporting through a Fivetran connector authorized by OAuth2 or an Entra ID service principal.

Upserts records from DinMo models or segments into an existing or new Microsoft Dynamics 365 data object, keyed by GUID or an alternate key, adding mapped attributes as new columns.

Updates or creates Microsoft Dynamics 365 entities and marketing lists from Fivetran Activations, signing in through OAuth or a service principal.

Microsoft Dynamics 365. Writes warehouse data into Dynamics 365 Dataverse tables such as accounts, contacts and opportunities.

Pulls Dynamics 365 marketing list members or CRM records such as contacts and leads into Insider One profiles and events, using user-based or server-to-server OAuth.

Turns Microsoft Dynamics Customer Insights contact, consent and opportunity changes into Klaviyo events with Barefoot Coders' En Pointe, and writes Klaviyo subscription changes back.

Dynamics 365 Sales (segments). Sends Customer Insights - Data segments to Dynamics 365 Sales for contacts that already exist there, matched by contact ID, to drive marketing lists and follow-ups (preview).

Microsoft Dynamics 365 (activity timelines). Shows Customer Insights - Data activities, including transactional and behavioral data, on the Dynamics 365 timeline in apps like Sales and Customer Service.

Microsoft Dynamics 365 (profile linking). Stamps a customer profile lookup onto Dataverse contact, lead and other source rows after each unification run, so Dynamics 365 apps can use Customer Insights - Data measures.

Agent Embedded. Runs the embedded NICE CXone Agent Workspace within Microsoft Dynamics, sharing contact and interaction data both ways and letting agents create Dynamics records by hand if enabled.

Agent Workspace. Links Microsoft Dynamics to NICE CXone Agent Workspace with a CRM configuration and Studio script, so Dynamics records surface for agents and contact details are saved back to them.

AMC DaVinci. Ties Microsoft Dynamics to NICE CXone with AMC Technology's DaVinci toolkit, offering screen pops, intelligent call routing, role-based interface tailoring and real-time analytics.

Customer Dynamics e2 Agent. Embeds a NICE CXone omnichannel agent in Microsoft Dynamics CRM through Customer Dynamics' e2 Agent, with screen pops, a timeline activity added on answer, and DTMF or link-based payments.

SOFTEL. Uses Microsoft Dynamics 365 profiles to tailor routing of identified NICE CXone callers and fills Dynamics records and fields from CXone interaction data as calls arrive, via SOFTEL.

Synqed connector. Notifies Microsoft Dynamics 365 agents of incoming NICE CXone interactions through Synqed's connector, pops a pre-filled form, resolves multiple matching records and syncs notes.

Knowledge Hub. Uses Microsoft Dynamics as a knowledge source for NICE CXone Knowledge Hub, authenticated with OAuth tokens from an app registered in Microsoft Entra ID.

Connects Totango to Microsoft Dynamics 365 through an Azure Active Directory app and OAuth, so Customer Data Hub jobs can query Dynamics records using OData filters.

Imports Dynamics 365 (Dataverse) contacts and leads as ODP profiles, plus accounts and opportunities as custom objects, every hour, and sends ODP audiences back as contacts or leads.

Microsoft Dynamics 365. Brings data from Microsoft Dynamics 365 business apps into Data 360 in batches or through Zero Copy query federation (beta).

Adds or updates contacts and leads, qualifies leads and manages custom entities and marketing list membership in Microsoft Dynamics 365 from AudienceStream.

Imports contacts and transactional records such as quotes and sales orders from Microsoft Dynamics 365 Sales into Treasure Data over OAuth, with incremental loading.

Imports the Dynamics 365 CRM entities you name, such as accounts, campaigns or cases, into Zeotap in batches through an app registered on the Microsoft side.

Creates customers in Microsoft Dynamics from Zeta through a Channel Manager channel tied to the Dynamics Contacts API and its authentication, with Experiences choosing the moment.