Send segments to Dynamics 365 Marketing

Dynamics 365 Marketing helps you build personalized journeys across any touchpoint to strengthen your relationships with your customers. Dynamics 365 Marketing consists of two primary modules – Real-time Marketing and Outbound Marketing – along with event management capabilities. Create graphical emails and design interactive customer journeys to support all of your marketing campaigns.

Send static segments to Dynamics 365 Marketing from Amperity, and then manage collections of contacts. Build customer journeys using any combination of contacts – all contacts, by demographic, by behavior, by firmographic, or by other considerations – to narrow your segments down to the right audience for your marketing campaign.

What is a static segment in Dynamics 365 Marketing?

A static segment represents a static list of customers who are selected on a per-contact basis rather than created logically based on field values.

Static segments are added, and then submitted to the marketing-insights services each time they are loaded to Dynamics 365 Marketing, after which they are reevaluated by Dynamics 365 Marketing. Customers in a static segment are available from the Members tab in the Dynamics 365 Marketing user interface.

Note

This destination uses the Microsoft Dynamics Segmentation API to send static segments to Dynamics 365 Marketing. If the static segment does not exist, it will be created. If the static segment does exist, it will be truncated, and then loaded.

This topic describes the steps that are required to send segments to Dynamics 365 Marketing from Amperity:

1. Get details

2. Build a query

3. Add destination

4. Add data template

Get details

Amperity can be configured to send segments to Dynamics 365 Marketing.

1. Microsoft Azure must be configured for your Power Apps application, after which your Dynamics 365 Marketing application must be added to the Microsoft Power Platform.

   You will need to provide your Azure Active Directory tenant ID, Azure client ID, and your Azure client secret.

2. The environment region and environment name Dynamics 365 Marketing. For example: “crm” (region) and “acme” (name).

Build query

You will need to build a query that outputs fields that can be mapped to static segments in Dynamics 365 Marketing.

Important

Query results must include the contactid field, which is the same as the contactid field for Microsoft Dynamics 365 CRM Contact.

Add destination

Configure Amperity to send segments directly to Dynamics 365 Marketing.

To add a destination

1. From the Destinations tab, click Add Destination. This opens the Add Destination dialog box.

2. Enter the name of the destination and a description. For example: “Dynamics 365 Marketing” and “This sends static segments to Dynamics 365 Marketing”.

3. From the Plugin drop-down, select Dynamics 365 Marketing.

4. The “dynamics-365-marketing” credential type is selected automatically.

5. From the Credential drop-down, select Create a new credential. This opens the Create New Credential dialog box.

6. Enter a name for the credential, the Azure Active Directory tenant ID, client ID, and the client secret. Click Save.

7. Under Dynamics 365 Marketing Settings, add the environment region and environment name in which your instance of Dynamics 365 Marketing is running.

8. Select Allow customers to use this data template.

9. Select Allow orchestrations from users with limited PII access.

10. Click Save.

Add data template

A data template defines how columns in Amperity data structures are sent to downstream workflows. A data template is part of the configuration for sending query and segment results from Amperity to an external location.

To add a data template

	From the Destinations tab, open the menu for a destination that is configured for Dynamics 365 Marketing, and then select Add data template. This opens the Add Data Template dialog box. From the Destinations tab, open the menu for a destination that is configured for Dynamics 365 Marketing, and then select Add data template. This opens the Add Data Template dialog box.
	Verify business user access to queries and orchestrations and access to segments and campaigns. A business user may also have restricted access to PII, which prevents them from viewing and sending customer profile data. If business user access was not configured as part of the destination, you may configure access from the data template.
	Verify all configuration settings. Note When the environment region and environment name settings were are not configured as part of the destination, you must configure them as part of the data template before making this destination available to campaigns.
	Review all settings, and then click Save. After you have saved the data template, and depending on how you configured it, business users can send query results to Dynamics 365 Marketing to Dynamics 365 Marketing.