InformationBodyBuild journeys that enrol, branch and update contacts from Microsoft Dynamics v2. Applies to: Journey Builder; Microsoft Dynamics v2 and Peppermint CRM sites Overview Journey Builder can use Microsoft Dynamics v2 as a journey’s contact source. You can start journeys from contact activity, split contacts down different paths, and send emails or update Dynamics records automatically. Journeys work with Dynamics v2 marketing lists and campaign-scoped fields such as RSVP status. Before you start Your site has Journey Builder, and Microsoft Dynamics v2 is connected as a CRM. If it isn’t, contact Vuture Support. To write campaign-scoped fields such as RSVP status, the journey must be tied to a specific Dynamics v2 campaign. Turn on Microsoft Dynamics v2 in Journey Builder When Dynamics v2 is connected to your site, Microsoft Dynamics v2 is available in the Journey Builder CRM dropdown. No separate setup is needed. Set up a journey with Microsoft Dynamics v2 1. Create or edit a journey in Journey Builder. 2. Add your enrolment criterion. 3. In the CRM dropdown, select Microsoft Dynamics. 4. If you use campaign-scoped fields or lists, tie the journey to a Dynamics campaign. Use Microsoft Dynamics v2 in Journey Builder Supported nodes Node type Node What it does with Dynamics contacts Enrolment Email Opened Enrols contacts who open an email Enrolment Link Clicked Enrols contacts who click a link Enrolment Contact Added to List Enrols contacts added to a Dynamics list Enrolment Contact Removed from List Enrols contacts removed from a Dynamics list Enrolment Filter Enrols contacts who match your filter criteria Enrolment Form Submitted Enrols contacts who submit a form Enrolment Send Scheduled Email Enrols contacts from a scheduled email send Enrolment Website/URL Visit Enrols contacts who visit a website/URL Branching Parallel Splits contacts down parallel paths Branching Date Branches on a date Branching Email Opened Yes/No on whether the contact opened an email Branching Link Clicked Yes/No on whether the contact clicked a link Branching List Subscription Yes/No on list subscription status Branching Form Submitted Yes/No on whether the contact submitted a form Branching Website/URL Visit Yes/No on whether the contact visited a URL Branching Filter Routes contacts on whether they match the filter Action Send Email Sends an email to the contact Action Add Contact to List Adds the contact to the configured Dynamics list Action Remove Contact from List Removes the contact from the configured Dynamics marketing list Action Send Notification Sends a notification for the contact Action Change Field Writes a chosen value to a field on the contact’s Dynamics record Action Wait Wait for a set time until the next action Enrolment criteria All the enrolment criteria above work for Dynamics v2 contacts the same way they do for InterAction-sourced journeys. Contact Added to List and Contact Removed from List use a list picker that supports Dynamics v2 lists. Branching nodes All eight branching nodes route contacts based on Dynamics v2 CRM data. List Subscription supports Dynamics v2 campaigns. Action nodes Send Email works as it does for other CRMs, including correct sender (“from”) personalisation. Add Contact to List and Remove Contact from List act on the list you select on the node when the trigger condition is met. To update a Dynamics field: 1. Add a Change Field action node. 2. Select a Dynamics entity in the Entity dropdown. 3. Select a Field for that entity. 4. Select a Field Value from the field’s option-set values. When contacts reach the node, the value is written to their Dynamics record. Saved values reappear when you reopen the node. Campaign-scoped fields such as RSVP status need the journey to be tied to a Dynamics campaign. Good to know Journey Builder ONLY supports Microsoft Dynamics integration v2 so v1 clients will need to move to v2 first before they can use Journey Builder. Loading Dynamics contacts into a journey is faster. A list that took around 20 seconds to load takes under 5 seconds. TitleUsing Journey Builder with Microsoft Dynamics v2 and PeppermintURL NameUsing-Journey-Builder-with-Microsoft-Dynamics-v2-and-Peppermint