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Using Microsoft Dynamics in a campaign

Once you've configured your Microsoft Dynamics channel, you can use it to upload data in Orbit campaigns.

To create a campaign with a Dynamics channel:

  1. Open an existing Orbit journey, or create a new one.

  2. Click the + to place your Microsoft Dynamics step.

  3. From the list of channels, select Microsoft Dynamics.

  4. Click your new Microsoft Dynamics journey step.

  5. Enter a meaningful Microsoft Dynamics Step Name.

  6. Click Create.

    The side panel now opens.

  7. Select the channel you created from the dropdown.

Configuring content fields

When you select your Dynamics channel, the system displays required content fields that weren't pre-mapped in the channel editor.

To configure these fields:

  1. Click Add to allow Orbit to create the required fields.

  2. For each unmapped field, expand the option menu and click Edit to choose how to populate it. See Message personalisation.

  3. Click Apply to save your field configurations.
  4. Click Publish.

The system uploads both:

  • The pre-mapped fields from your channel configuration
  • The fields you configured specifically for this campaign

You can view your model records directly in Microsoft Dynamics after your campaign runs.