Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM is a powerful customer relationship management platform that helps businesses manage sales, customer service, and marketing activities.

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Smarter email and lead management

Connect your marketing and sales activities like never before. The native integration between Spotler and Microsoft Dynamics gives B2B teams real-time, two-way syncing of contacts, companies, opt-ins, and campaign engagement. With the full power of Spotler Mail+, CRM, and Leads combined, you can trigger automated campaigns based on CRM activity, personalise every message using real-time data, and focus your sales team on leads that are ready to convert. All while keeping Microsoft Dynamics as your single source of truth.

Integrate Microsoft Dynamics 365 with our products:

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Spotler Mail+
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Spotler CRM
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Spotler Leads

Manage contacts and accounts with total control

Sync contacts, companies, and opt-ins in both directions between Spotler and Dynamics—ensuring data stays clean, consistent, and compliant. Automatically create new records in Dynamics from Mail+ form fills or new website activity detected by Leads. You can also set rules to push only sales-ready leads into your Dynamics environment, keeping your sales pipeline focused and uncluttered.

Run targeted, personalised campaigns

Personalise every email and trigger automated campaigns using lifecycle stages and interests. Segments can be built in Dynamics using engagement metrics such as opens, clicks, and page views. Sync these lists directly to Spotler to keep your targeting sharp and relevant. The campaign activities section displays detailed results for each email—giving you full visibility of opens, clicks, bounces, and more. An email campaign activity overview brings all insights together, helping you track performance and continuously improve results.

Track leads and nurture with ease

With Spotler Leads and CRM, you can identify anonymous website visitors and track page views at the contact and company level. Use this behavioural data to score and qualify leads, and only push high-intent ones into Dynamics. Your sales team gets enriched activity timelines and auto-generated lead lists, while marketing can trigger follow-ups if contacts aren’t reached. The result? Smarter lead nurturing, tighter alignment, and better conversion rates.

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