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Interface Dynamics 365 to Digital Marketing Platform
Brief description
The customer works with the Microsoft CRM system and also uses another system for marketing purposes (digital marketing platform). This DMP is provided with data that is recorded in the CRM system. For this purpose there is an interface that sends data from the CRM system to the marketing system at regular intervals.
Supplement
The interface, a web job in the Azure cloud, exports data from the MS CRM system to the digital marketing platform once a day, which then processes the data for marketing purposes. There are two options, either to export all data or only the changed ones. The following data is unloaded as CSV data and transferred to the external server: Customers, contacts, offers, opportunities, orders, points of interest and other information relating to the technical components and the installation.
Subject description
The CRM system contains various customer information that can be evaluated and used for marketing purposes, such as whether and how the customer wants to be contacted, which products he is interested in, whether an offer was made or an order placed, what sales opportunities have led to an order etc. All this information can be used by the digital marketing platform, e.g. for planning marketing campaigns.
Overview
- Industries energy
- Specialist tasks campaign management, Customer Relationship Management (CRM), Lead Management, Marketing, marketing planning process, marketing strategy, sales and distribution, sales support
- DV tasks standard software expansion
- System environment Client/Server, Platform as a Service (Paas), standard software: CRM systems
- Procedure model agile software development
- Development/ test tools Azure DevOps, MS Visual Studio,
- Standard software Microsoft Dynamics 365, Microsoft Dynamics CRM
Project start01.10.2019
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