MetadataONE + Microsoft Dynamics 365 Integration

Bridge your Dynamics 365 CRM with MetadataONE to power account-based campaigns and measure pipeline from ad spend.

The MetadataONE Microsoft Dynamics 365 integration connects your CRM data to your paid media campaigns. Sync leads, accounts, contacts, and opportunity data so you can build targeted audiences, track campaign-influenced pipeline, and optimize toward revenue outcomes rather than vanity metrics.

What data syncs between MetadataONE and Microsoft Dynamics 365?

Leads and contacts with full field mapping
Account records for ABM targeting
Opportunity stages and revenue figures
Campaign response data and attribution
Custom entities and fields

How do you connect Microsoft Dynamics 365 to MetadataONE?

Open Settings > Integrations in your MetadataONE account
Select Microsoft Dynamics 365 and authenticate with your Azure AD credentials
Choose your Dynamics 365 instance and environment
Map entity fields between Dynamics and MetadataONE
Activate the sync and confirm data flow in the integration log

What are the benefits of integrating Microsoft Dynamics 365 with MetadataONE?

Revenue attribution connecting ad spend to Dynamics opportunities
Account-based audience building from Dynamics segments
Automated lead routing from campaigns into Dynamics queues
Unified reporting across marketing and sales data
Reduced manual data management between platforms

Ready to connect Microsoft Dynamics 365?

See the MetadataONE + Microsoft Dynamics 365 integration in action.

Book a Demo

Frequently Asked Questions

Which versions of Dynamics 365 does MetadataONE support?

MetadataONE supports Dynamics 365 Online (cloud) editions. The integration connects via the Dynamics Web API and supports Sales, Marketing, and Customer Engagement modules.

Can I use Dynamics marketing lists for campaign targeting?

Yes. You can import Dynamics 365 marketing lists and account segments into MetadataONE to use as the foundation for your paid media audience targeting.