Microsoft has released a new connector to allow companies to share data between Microsoft Dynamics Marketing and Microsoft Dynamics CRM. The Microsoft Dynamics Marketing Connector for Microsoft Dynamics CRM allows the transfer of contacts, companies, and sales-ready scored leads from Dynamics Marketing to Microsoft Dynamics CRM, giving salespeople in CRM better insight into their lead channel.
Downloading the connector will also give you the opportunity to download the Microsoft Dynamics Marketing Language Packs and Analytic Workbooks. The language packs include user interface (UI) language files that allow administrators to provision additional UI languages for Microsoft Dynamics Marketing. The Analytic Workbooks connect to the OData feeds from Microsoft Dynamics Marketing and provide samples that users can use to learn how to use Excel with the Power Query add-in to create analytics workbooks. The sample workbooks are installed on your local computer.
In order to install the connector, you will have to have System Administrator privileges. You will need to meet the following requirements:
- Windows 7, Windows 8, or Windows 8.1 for workstations
- Windows Server 2008, Windows Server 2012, or Windows Server 2012R2 for on-premises
- Microsoft Dynamics CRM Online, on-premises Microsoft Dynamics CRM 2011 UR12 or higher, or Microsoft Dynamics CRM 2013.
- Microsoft Dynamics Marketing subscription