Here's some of the features we're working on to increase the capabilities of APSIS One's Microsoft Dynamics 365 CRM integration.

  • Lead nurturing: Create to-do tasks and leads in Microsoft Dynamics 365 CRM from the Marketing Automation tool

  • Entity records as Events: Sync data like purchases, car ownership, parcel deliveries, etc. with APSIS One Profiles to use them for Segmentation, real-time triggering of Marketing Automation flows and more.

  • Related entity support for Attributes: Map fields from entities related to the contact entity, and set up APSIS One activities to target specific Profiles based on their relationship, like a contact's local bank office's receptionist's birthday for example.

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