Integrating with Dynamics 365 CRM

Integrating Automaton with Dynamics 365 CRM Integrating Automaton with Dynamics 365 CRM Integrating Automaton with Dynamics 365 CRM

Our integration with Dynamics CRM is as old as our company. Stack Moxie started helping Microsoft Office launch its integration with Marketo. We are proud to be a Microsoft partner.

  • Integrating Marketo and Dynamics 365 CRM provides continuous data syncing of leads, accounts, users, and more, so everything is aligned. Be alerted when syncing fails to avoid errors that impact your efforts.
  • Integrating ON24 and Dynamics 365 CRM turns sales engagement into action, pulling insights from hosted online events and Webinars to help you better tailor your campaigns and sales process to maximize revenue. Optimize this integration and ensure it’s working as expected so there are no interruptions that lead to unnecessary errors.
  • Integrating Outreach and Dynamics 365 CRM lets you prioritize the actions that will make the most impact on your sales efforts and improve customer engagement. Rest assured that your client-facing representatives are enabled to be their most productive and get notified when something isn’t functioning properly.


Stack Moxie is available to download for Microsoft Dynamics 365 CRM on the Azure Marketplace.


  • Dynamics 365 CRM Form to Lead: tests whether or not a lead is routing from your form to your Dynamics system, and test any workflows a lead should flow through when created in your system.

Use Cases

  • Lead Lifecycle: tracks your prospects during their buyer’s journey as they flow through your lead funnel. In conjunction with lead scoring, it’s how most marketing teams track their primary metrics, including MQLs.

  • Lead Routing: ensures the proper sales representative is assigned to a lead or contact as they are identified or qualified. Black-box testing is utilized to chaos engineer the many permutations of potential scenarios.

  • Event Management: whether in-person or online, event management platform syncs are brittle with complications. Input the incorrect value and your entire sync might crash, causing a terrible experience for your webinar or virtual event customers.

  • Data Standardization: validates that required data is present and correctly inputted into your martech stack. Data validation and standardization challenges affect many marketing organizations. Problems can wipe out marketing attribution, route leads to the wrong place, and knock vital integrations offline.

  • Marketing Attribution: depends on campaign membership and a ton of UTM parameters. Without rigorous testing in place to monitor your team’s production, you can break or eliminate critical data to help Marketing Ops understand what’s working and what’s not.


  • Custom QA & Testing Templates: allow you to design custom templates to test your marketing automation platform’s processes, including Marketo, Eloqua, Hubspot, and Pardot. Put templates into the hands of field and campaign teams to execute complete and complex testing. Users can run testing without even needing to know how or what to test. Build once and pass it along to let your colleagues manage their testing and catch their own errors.

  • Real-time Slack Alerts: lets your team know when failures occur so you can collaborate on how to resolve them. The broader team can learn about outages asynchronously without tickets and emails.