Microsoft Dynamics

The emlen–Dynamics integration makes it easy to keep your CRM and emlen in sync. With this integration, you can:

Sync contacts, leads, and companies (one-way or two-way)
Track emlen activity events directly on Dynamics (contact or opportunity page)
Create emlen Destinations from within Dynamics (paid add-on, not included in standard plans)

The user doing the setup, needs a "Security role" permission. You can find more infos from Microsoft here.

Setting up the Dynamics integration

Go to the Integrations page in emlen.
Select Connect under Microsoft Dynamics.
Follow the confirmation process.
On the Configure this integration page, choose your sync settings.

Synchronization method

You can decide how contacts sync between Dynamics and emlen:

Sync contacts from Dynamics to emlen only → One-way sync from Dynamics into emlen
Sync contacts from emlen to Dynamics only → One-way sync from emlen into Dynamics
Two-way sync → Keep contacts synced in both directions
Do not sync → No contact sync

Tip: When emlen is used effectively (for example, if a Destination is shared internally), it can surface new contacts. To ensure these contacts are also available in your CRM, we recommend selecting Two-way sync.

Delete contacts from Dynamics when deleted from emlen?

If you enable sync from emlen to Dynamics, you can choose whether deleting a contact in emlen also deletes it in Dynamics.

Also sync emlen contact activity to Dynamics?

When enabled, emlen pushes engagement activity to Dynamics at the contact and opportunity level.

Note: Activities at the deal level are only tracked from the time the deal is created onward. Historical activity that occurred at the contact level before the deal was created will not be visible on the deal.

Create emlen Destinations in Dynamics

This paid add-on, delivered as a managed solution, enables you to work with emlen directly inside Dynamics. With it, you can:

Access the emlen content hub
Create Destinations
Send Destinations
View engagement analytics
Edit Destinations