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Knowledge Base Home aero-right Importing / Exporting Segments aero-right How do I integrate with Microsoft Dynamics CRM?

How do I integrate with Microsoft Dynamics CRM?

Importing / Exporting Segments Updated on August 7, 2018

Dynamcs CRM is an CRM tool developed by Microsoft.  CRM stands for Customer Relationship Management, and is a type of tool used in many businesses including ours.  Since it is a system used to store customers, it would make sense to market or at least make it easier to move contacts.

Here is how to integrate with Dynamics CRM

  1. Log into Benchmark at www.benchmarkemail.com
  2. Hover above your name at the top right of the page
  3. Select Integrations from your User Menu
  4. Select View More at the very bottom of the page
  5. Select Dynamics CRM
  6. Input your Service URL, Username, and Password from Dynamics CRM
  7. Map the fields accordingly to match fields in Benchmark Email
  8. Click Save

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