ExactTarget for Microsoft Dynamics CRM 4.0

Prerequisites

You must have a valid instance of both the ExactTarget application and Microsoft Dynamics CRM 4.0 in order to use the information in this document. You must also have the integration between these two accounts enabled by ExactTarget before you can install and use the integration. Contact your ExactTarget representative for more information.

What Is ExactTarget for Microsoft Dynamics CRM 4.0

ExactTarget for Microsoft Dynamics CRM 4.0is an integration of two applications: the ExactTarget application for email marketing functionality and Dynamics CRM 4.0 for managing your customer relationships. The integration allows you to use ExactTarget's advanced tools for building, sending, and tracking email marketing campaigns from within your CRM. You can use either the base Email Marketing instance or add additional marketing automation and workflow functionality with the Marketing Automation package.

Why Use ExactTarget for Microsoft Dynamics CRM 4.0

ExactTarget for Microsoft Dynamics CRM 4.0 extends the advanced email marketing capabilities of the ExactTarget application to Microsoft Dynamics CRM 4.0. By integrating the two products, ExactTarget for Microsoft Dynamics CRM 4.0 can take advantage of a single data model to target and track emails to the customers and prospects in your CRM. Because the data effectively resides in one place, you can see and respond to how your customers interact with your business communications.

Using ExactTarget for Microsoft Dynamics CRM 4.0, you can accomplish tasks such as the ones listed below:

• Send an email to all Leads on marketing lists contained within a Campaign using a Dynamics CRM record owner to make the email appear to come from a sales representative
• Customize an email message, send that email to an individual Lead or Contact, and consult the Campaign Response attached to that Lead or Contact record to view tracking information.
• Use Smart Capture to bring information from a landing page into your Dynamics CRM instance and start a campaign response for the results Leads.

Enterprise-Edition ExactTarget Accounts

There are a few special considerations if your ExactTarget account is an enterprise edition:

• Only ExactTarget subscriber attributes defined in the parent account can be mapped to Dynamics CRM fields; if you want to use Dynamics CRM fields in your email processing, you must create the corresponding attributes in the parent account and any lock and publish accounts you are enabling for use with ExactTarget for Microsoft Dynamics CRM.
• You can use lock & publish edition child accounts with your enterprise edition account. With these accounts, you can create emails in the parent account, lock certain content areas, and publish the emails to the child accounts. Users in the child accounts can create content in the unlocked content areas for their specific business needs.
• Any requested tracking is returned to Dynamics CRM for any send, regardless of whether the send was initiated from the parent account or a child account.
• The emails that you can access when you send from Dynamics CRM are the same emails that your ExactTarget user can access.

Read-Only Access

If you have a Read-Only license for Microsoft Dynamics CRM that allows you to view data and reports, but not create records, you have parallel access to the functionality in the ExactTarget integration. You can view tracking, view reports, and access the ExactTarget product.

How to Use ExactTarget for Dynamics CRM 4.0

The documents listed below describe how to install, configure, and use the ExactTarget for Microsoft Dynamics CRM integration. Click the appropriate link in order to access the applicable information.

• Add-ons for ExactTarget for Microsoft Dynamics CRM 4.0
• Advanced Features of ExactTarget for Microsoft Dynamics CRM 4.0
• Configuring Security Settings for the ExactTarget for Microsoft Dynamics CRM 4.0 API User
• Controls for ExactTarget for Microsoft Dynamics CRM 4.0
• Creating Emails with ExactTarget for Microsoft Dynamics CRM 4.0
• ExactTarget for Microsoft Dynamics 4.0 Email Automation with Workflow
• ExactTarget for Microsoft Dynamics CRM Release Documentation
• How to Use ExactTarget Dynamic Owner Functionality within Microsoft Dynamics CRM 4.0
• Installing ExactTarget for Microsoft Dynamics CRM 4.0
• Known Issues
• Sending Email through ExactTarget for Microsoft Dynamics CRM 4.0
• Technical Overview of ExactTarget for Microsoft Dynamics CRM 4.0
• Tracking Emails in ExactTarget for Microsoft Dynamics CRM 4.0
• Troubleshooting Multiple User Configurations in ExactTarget for Microsoft Dynamics CRM 4.0
• Unsubscribing and Resubscribing Subscribers in ExactTarget for Microsoft Dynamics CRM 4.0
• Upgrading ExactTarget for Microsoft Dynamics from 3.0 to 4.0
• Use Case: Removing Members from Marketing Lists
• Using ExactTarget for Microsoft Dynamics CRM 4.0 with an Enterprise 2.0 Account
• Using Smart Capture for Microsoft Dynamics CRM
• Using the ExactTarget Configuration Editor