When creating a Marketing List from Microsoft Dynamics Marketing (MDM), there is an out-of-box (OOB) option to synchronize with CRM. However, synchronizing from CRM to MDM functions slightly differently.
To synchronize from MDM to CRM, navigate to the Marketing List and check Synchronize with CRM. The list will now automatically update when contacts meeting the established criteria are added.
To synchronize a marketing list created in CRM to MDM, verify the CRM Connector solution is added to your CRM instance. (Additional information: Configure CRM online Connector)
Then navigate to the Marketing List form in your solution.
A new field is added to the Marketing Lists fields when the solution is imported. Simply select the Sync Enabled field and add it to your Marketing List form. Toggle to Yes on Sync Enabled synchronize the list from CRM to MDM.
For more information on how Microsoft Dynamics can help your business’ marketing, read our blogs onÂ What’s New for Marketing in Microsoft Dynamics CRM Fall 2014 Part 1 and PartÂ 2. Or check out our other Dynamics CRM educational materials here!