Email marketing continues to be one of the most effective channels for engaging customers, generating leads, and driving ROI. Many businesses use Microsoft Dynamics 365 CRM and Mailchimp together. But there’s a challenge: siloed data and fragmented workflows.
Marketers often find themselves switching between platforms, importing and exporting data, and struggling with inconsistent campaign reporting. This slows down execution and limits campaign impact.
That’s where a seamless Dynamics 365 Mailchimp integration becomes a game-changer. By connecting your CRM and MailChimp, you not only eliminate the need for manual processes but also empower sales and marketing teams with a unified view of customer interactions. This allows you to design, sync, and track Mailchimp campaigns all within Dynamics 365 CRM.
In this blog, we’ll share five best practices to help you run Mailchimp campaigns more effectively in Dynamics 365 CRM and unlock smarter, data-driven marketing.
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Keep Your CRM and Mailchimp Data in Sync with Dynamics 365 Mailchimp Integration
The success of any email campaign depends on the accuracy and freshness of your audience data. Outdated lists, duplicates, or missing contact details can result in wasted effort, poor engagement, and even deliverability issues.
With a Dynamics 365 CRM Mailchimp connector, you can automatically sync Dynamics 365 records with Mailchimp automatically, ensuring contacts, leads, groups, tags, and segments are always updated in both systems. This eliminates data silos and gives your teams confidence that they’re working with the most reliable, up-to-date information.
Example: If a new lead is added to your Dynamics 365 CRM, it instantly appears in Mailchimp without manual import. Similarly, campaign interactions in Mailchimp (like opens, clicks or unsubscribes) sync back to CRM, enriching customer profiles and enabling smarter targeting.
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Create and Manage Campaigns Directly in Dynamics 365 CRM
Switching between Mailchimp and Dynamics 365 slows down campaign execution and creates fragmented workflows. A smarter approach is to design, schedule, and run Mailchimp campaigns directly inside Dynamics 365 CRM.
With the Mailchimp Dynamics 365 integration, all your marketing activities are centralized. Marketers can quickly build campaigns using synced CRM audiences, while sales teams gain full visibility into which campaigns their customers have received..
Benefit: Marketers can quickly build campaigns using synced CRM audiences, while sales teams can see the exact campaigns their customers have received. This eliminates duplication and ensures a consistent, seamless customer experience.
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Use Real-Time Insights to Empower Sales Follow-ups
One of the biggest advantages of a Dynamics 365 + Mailchimp integration is the ability to bring campaign insights directly into CRM. Instead of logging into Mailchimp to track performance, your sales team can view engagement metrics where they need them most inside customer records.
With a Dynamics 365 Mailchimp connector, activities like email opens, clicks, bounces, and unsubscribes sync automatically in real time. This real-time visibility empowers sales teams to act fast.
Example: If a lead clicks on a product link in a Mailchimp campaign, the sales rep instantly sees this activity in Dynamics 365 CRM and can respond with a personalized call or email—turning interest into opportunity.
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Segment and Target Smarter with CRM-Driven Lists
Generic campaigns rarely drive results. Personalization is the key to higher engagement – and that starts with segmentation.
By syncing segments, tags, and interests between Mailchimp and Dynamics 365 CRM, you can build highly targeted lists that drive meaningful interactions. When CRM data, such as demographics, purchase history, or behavior, is combined with Mailchimp’s segmentation, your outreach becomes far more relevant.
Example: A retail company can send a campaign about new arrivals only to customers tagged as “Frequent Buyers” in CRM. Similarly, a B2B firm can nurture leads tagged with a specific industry or interest.
With a Mailchimp Dynamics CRM integration, you eliminate guesswork and ensure every campaign reaches the right audience with the right message.
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Use Dashboards and Reports for Data-Driven Marketing Decisions
Campaign data is only valuable when it’s actionable. Instead of manually exporting reports from Mailchimp, a Dynamics 365 Mailchimp integration allows you to access campaign analytics directly in CRM dashboards – all in one place.
From open rates to click-throughs to subscriber engagement, these dashboards give you a clear view of campaign performance. Even better, they allow you to align marketing results with sales outcomes, helping you make smarter decisions about budget allocation, messaging, and targeting.
Benefit: Marketing leaders can monitor campaign ROI in real-time, while sales teams can refine follow-ups based on actual engagement data.
Running Campaigns Natively in Mailchimp vs. With Dynamics 365 Integration
| Capability | Mailchimp Only | Dynamics 365 Mailchimp Integration |
| Audience Management | Manual list uploads | Auto-sync CRM leads & contacts |
| Campaign Creation | Mailchimp dashboard | Directly from Dynamics 365 CRM |
| Segmentation | Basic filters | Advanced CRM data-driven segmentation |
| Tracking & Insights | Limited to Mailchimp | Combined view inside CRM |
| Follow-ups | Manual imports | Automated sync with CRM workflows |
Conclusion
Running successful Mailchimp campaigns takes more than compelling content; it requires the right integration to align your data, workflows, and insights. By adopting these best practices, keeping data in sync, creating campaigns directly in CRM, leveraging real-time insights, segmenting smarter, and using dashboards for decision-making – you can unlock a truly data-driven email marketing strategy.
With Marketing4Dynamics, the leading solution for Dynamics 365 Mailchimp integration, you get a seamless two-way data sync, campaign management directly inside CRM, and real-time analytics that empower smarter sales and marketing collaboration.
Transform the way your teams work together and deliver campaigns that truly convert.
Ready to run smarter campaigns? Start your 15-day free trial today by installing Marketing4Dynamics from our website or Microsoft AppSource.
Prefer a guided walkthrough? Contact us at crm@inogic.com to schedule a personalized demo.