Microsoft Dynamics Customer Insights Integration

What is the Microsoft Dynamics Customer Insights Integration?

The Microsoft Dynamics Customer Insights integration allows mutual customers to sync email audiences from Microsoft Dynamics Customer Insights into the AdRoll ABM platform and engage them with digital advertising campaigns. 

Learn more about Microsoft Dynamics Customer Insights here.

The Microsoft Dynamics Customer Insights integration provides you with the following features and benefits:

• Bring over email lists from Microsoft Dynamics Customer Insights to the AdRoll ABM platform: Dynamically sync email lists directly from your CRM.
• Run advertising campaigns and cross-channel orchestration using Microsoft Dynamics Customer Insights data: Reach Microsoft Dynamics Customer Insights contacts through our digital advertising, to drive awareness and nurture known contacts with targeted messaging.  

Who can access

The Microsoft Dynamics Customer Insights Integration is included for customers with any paid subscription package.

To find your current package, log in to AdRoll ABM and navigate to Settings > Billing > Plans & Usage.

In addition to having a subscription package, you must have:

• Microsoft Dynamics Customer Insights license. 
• Configured segments in Customer Insights,
• Your customer profiles in the exported segments should contain a field representing an email address.

How do I connect Microsoft Dynamics Customer Insights to the AdRoll ABM platform?

Sign in to Microsoft Dynamics and take the following steps:

• Go to 'Admin' > 'Connections'
• Select 'Add Connection' and choose 'RollWorks' to configure the connection
• Enter a name for your connection in the 'Display Name' field
  • • • The name and the type of the connection describe this connection 
      • We recommend choosing a name that explains the purpose and target of the connection
• Select who can use this connection
  • • • If you take no action, the default will be administrators only
      • For more information, see Allow Contributors to Use a Connection for Exports
• Select 'I Agree' to confirm data privacy and compliance, and click 'Connect' to initialize the connection to the AdRoll ABM platform
• Next, choose 'Authenticate with RollWorks' and provide your administrator credentials for the AdRoll ABM platform
• Select 'Add Yourself as Export User', provide your Microsoft Dynamics Customer Insights credentials
• Click 'Save' to complete the connection

You can configure this export if you have the appropriate permissions to access this specific connection type. For more information about what permissions are needed to configure an export, please review this Microsoft Dynamics documentation.

How do I export contact lists from Microsoft Dynamics Customer Insights?

Log in to Microsoft Dynamics and take the following steps:

• Navigate to 'Data' > 'Exports' and select 'Add Destination'
• Within the 'Connection for Export Field', choose a connection from the 'RollWorks' section. 
• If you don't see this section name, there are no connections of this type available to you.
• Enter your 'AdRoll Advertisable ID' 
  • • You can find your Advertisable ID in your browser URL bar after 'advertisable=' when logged into your account
• In the 'Data Matching' section, under the 'Email' field, select the field in your unified customer profile that represents a customer's email address
  • • This is required to export segments to the AdRoll ABM platform
• Next, select the segments you wish to export
• You must select a segment with a minimum of 100 members, and the maximum size of a segment to export is 250,000 members per export
• Click 'Save'

To view your connected Microsoft Dynamics Customer Insights segments in the AdRoll ABM platform, log in to AdRoll ABM and navigate to 'Audiences' > 'Contact Audiences'

Now that you have created and synced your contact lists from Microsoft Dynamics Customer Insights, you can include or suppress these audiences in your advertising campaigns. For more information on Campaigns, please go to this Help Center section.