Microsoft Dynamics 365 Integration

Personalize with Dynamics 365 CRM data

Bring your Microsoft Dynamics 365 customer data into Personyze — captured client-side from your data layer or cookies, or synced via feed, SFTP, or REST API — and target on it in real time.

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Why it matters

Dynamics knows the account. Your site should too.

Dynamics 365 holds the full picture of your customers — account, role, industry, lifecycle, and open opportunities. But that intelligence usually stays inside the CRM while your website treats every visitor the same.

Personyze brings Dynamics data onto the page. Where your site exposes it in a data layer or cookies, Personyze reads it client-side; where you prefer server-side, it ingests a feed, SFTP file, or REST API push. Either way, you target and personalize on Dynamics data in real time.

What you can do

What Dynamics 365 + Personyze unlocks

Target on Dynamics 365 data

Use customer fields from Dynamics 365 — account, role, industry, lifecycle stage, opportunity status — as targeting conditions, combined with live on-site behavior.

Capture data client-side

If your site exposes Dynamics values in a JavaScript data layer, cookies, or page variables, Personyze can read them and map them to visitor attributes — no back-end work.

Or sync via feed / SFTP / API

Prefer server-side? Share Dynamics data with Personyze via a scheduled feed or SFTP file, or push it through the Personyze REST API for a server-to-server sync.

Real-time on-site ABM

Match each visitor to their Dynamics record and tailor pages, offers, recommendations, and CTAs to their account and segment — account-based marketing, on your site.

How it works

Choose how to share the dataExpose Dynamics values in your site’s data layer / cookies for client-side capture, or set up a feed / SFTP export or REST API push for server-side sync.

Map fields in PersonyzeIn Settings → Visitor Attributes, create attributes that read those data-layer keys or cookies (or map the fields arriving via feed/API).

Set the identity keyUse the visitor’s email or a Dynamics customer ID as the key so Personyze ties each visitor to the right record.

Target & personalizeBuild audiences and rules on Dynamics fields, print CRM variables into content, then launch and A/B test.

FAQ

Common questions

Does Personyze have a native Dynamics 365 connector?

Personyze integrates with Dynamics 365 through its standard data-ingestion methods rather than a one-click connector: capture Dynamics values client-side from your data layer or cookies, or sync server-side via a feed, SFTP, or the REST API.

What’s the easiest way to start?

If your site already surfaces Dynamics data in a JavaScript data layer, cookies, or page variables, Personyze can read those values and use them for targeting with no back-end work.

Can I sync data server-to-server?

Yes. Share a scheduled feed or SFTP file, or push customer data through the Personyze REST API for a server-side sync.

What can I personalize with Dynamics data?

Pages, banners, offers, recommendations, and CTAs — targeted by account, role, industry, lifecycle stage, and opportunity status, combined with on-site behavior.

Put Dynamics 365 data on your site

Book a 30-minute demo to see CRM-driven personalization using your Dynamics data — or start free and connect today.