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Dynamics CRM stores all customer interactions in a shared, high-performance SQL database. It covers sales, marketing, customer service, and support while integrating with Outlook and Microsoft Office 365. Integrating Microsoft Dynamics CRM with Zeotap CDP allows you to import data from your Dynamics instance into Zeotap CDP for segmentation purposes.

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Understand Microsoft Dynamics CRM Source with a Use Case

Let’s say, a financial services company can use Zeotap’s integration with Microsoft Dynamics CRM to streamline its customer data management. By syncing key customer information from Dynamics CRM, such as customer interactions, service requests and opportunity data, the company can centralise its data for better analysis and segmentation. This enables them to design targeted marketing strategies, deliver personalised customer experiences and track customer interactions throughout their journey. With configurable sync frequencies, the company ensures timely data updates, improving decision-making and overall customer engagement.
Last modified on February 26, 2026