[EN] CRM Connector

The CRM Connector enables the synchronization of contacts, leads, campaigns, and other CRM data between Microsoft Dynamics CRM/Dynamics 365 and the eworx Marketing Suite

Important Note

The CRM Connector is a paid add-on for the eworx Marketing Suite and must be purchased separately.

Configuration is also required before use. This results in initial investment costs for licensing and setup.

If you have any questions, please feel free to contact our service team, who will be happy to assist you.

Features

Contact Synchronization

Automatically sync contacts and leads between CRM and Marketing Suite.

Campaign Replay

Transfer marketing results and campaign data back to the CRM.

Automations & Triggers

Trigger workflows and triggers based on CRM data and automate processes.

Segmentation

Using CRM Fields for subscriber groups, Personalization, and Reporting.

Supported Systems

Microsoft Dynamics CRM 2013–2016✓

Microsoft Dynamics 365✓

CRM Online✓

On-premises installationsdepending on the version

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  <h3 className="crm-column-title">Architecture</h3>

  <div className="crm-panel crm-architecture">
    <div className="crm-architecture-item">
      <img
        src="https://files.readme.io/9503dc33803e84ace1e275c556423e72088e76e99c01663f3d9b67182da8b481-icons8-dynamics-365-48.png"
        alt=""
      />
      <span>Microsoft Dynamics CRM / Dynamics 365</span>
    </div>

    <div className="crm-architecture-arrow">↕</div>

CRM Connector

↕

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      <img
        src="https://files.readme.io/087142d961a0e74b6f148d7f54cd833180fe415ffc7592b90d3f7f910d819e24-assets_logo_icon-ms-color2x.png"
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      <span>eworx Marketing Suite</span>
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  <h3 className="crm-column-title">Requirements</h3>

  <div className="crm-panel crm-requirements">
    {[
      "Valid CRM Connector License",
      "Access to the eworx Marketing Suite API",
      "User permissions in the CRM system",
      "Network and firewall permissions",
      "Supported CRM version",
    ].map((item, index) => (
      <div key={index} className="crm-requirement-item">
        <span>⚙️</span>
        <span>{item}</span>
      </div>
    ))}
  </div>
</div>

Additional documentation

CRM Installation & Configuration

Installation and Configuration Guide for the CRM Online Connector in Microsoft Dynamics CRM and Dynamics 365.

Documentation →

CRM Online Connector

Technical overview, functional description, and use cases for the CRM Online Connector for Microsoft Dynamics CRM and Dynamics 365.

Documentation →

  <div>
    <div className="crm-help-title">Do you need help?</div>
    <p className="crm-help-text">Our support team is happy to assist you.</p>
  </div>
</div>

<a
  href="https://www.eworx.at/marketing-suite/en/resources/service-support"
  className="crm-help-button"
>
  Get in touch
</a>

Use Cases

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Use Case 1

Generation and enrichment of CRM contact data via eMS

The eworx CRM Connector offers numerous ways to synchronize customer and master data from the eworx Marketing Suite with your CRM, allowing you to use this data for lead management. For example, you can integrate eMS forms into your website to collect data that you can then synchronize with your CRM system

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Use Case 2

Campaign planning in eMS using contact data from the CRM

eMS offers comprehensive subscriber management for precise subscriber group segmentation and can therefore be operated without integration with other systems. However, the contact data required for creating subscriber groups is often sourced from the CRM system. This use case is particularly relevant when contacts from analog sources, such as trade shows, are also created in the CRM and are to be included in eMS newsletter campaigns.

CRM contacts are synchronized with the eMS at user-defined intervals. The eMS then performs precise segmentation of the subscriber groups based on the contact data imported from the CRM..

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Use Case 3

Campaign Planning in the CRM System

The CRM can also be used as a starting point for target audience segmentation. In this process, target audiences are typically created in the CRM as marketing lists. These customizable marketing lists, including the associated contact data, are synchronized with eMS and created there as (static) target audience lists. You can then assign these to the desired eMS mailing campaign.

In addition, campaigns and their associated activities can be created in the CRM. “Email” campaign activities are synchronized with the eworx Marketing Suite and processed there

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Use Case 4

Updating eMS campaign data in the CRM system

Updates through marketing campaigns: Campaign metrics such as opens, clicks, unsubscribes, and email bounces are recorded in eMS and automatically transferred to the CRM system. This information is tracked in the CRM customer history and enables targeted follow-up by the sales team.
Updating contact information: If contacts change their preferences or contact information during an eMS campaign—for example, via a newsletter link—these updates are saved in the eMS and automatically synchronized with the CRM system.

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Use Case 5

Automated, event-driven communication via eMS Trigger Mails

A practical use case for real-time synchronization between CRM and the eworx Marketing Suite is the use of automated trigger emails. When certain status changes occur in the CRM system, automated actions are triggered in the eMS—typically the launch of an email campaign.

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Use Case 6

Two-way synchronization between CRM and eMS

Two-way synchronization ensures that all relevant changes are automatically reflected in both the CRM and the eMS. New or modified data—such as that resulting from sales activities in the CRM or user interactions in the eMS—is regularly synchronized.