How to Integrate Influ2 with Microsoft Dynamics

Follow these steps to set up data exchange between Influ2 and Microsoft Dynamics. This guide explains each section of the integration settings and how to enable key features.

Accessing Integration Settings

To start, navigate to Settings → Integrations → Microsoft in your Influ2 account. You'll find five tabs in this section. This article focuses on the Connection and Lists tabs:

• Connection: Monitor daily usage of requests sent to Microsoft Dynamics.
• Lists: Manage Microsoft Lists gathering to ensure data safety.

Let’s dive deeper into each section.

How to Connect Microsoft Dynamics

1. Navigate to Settings → Integrations → Microsoft Dynamics → Connection.
2. Enter your Microsoft Dynamics Instance URL.

1. Click Connect.
2. Click Save to apply the settings.
3. Done! Microsoft Dynamics is now connected.

How to Activate Audience Sync from Microsoft Dynamics

1. Navigate to Settings → Integrations → Microsoft Dynamics → Lists.
2. Toggle Gather lists from Microsoft Dynamics to activate.

1. Click Save to apply the settings.
2. Done! You can now create cohorts and work with Microsoft Dynamics audiences.

For more technical details about the Influ2 and Microsoft Dynamics integration, click here.