How to Create Mailchimp Email Campaigns Directly from Dynamics 365 CRM!

Marketers often struggle with switching between platforms to run and track email campaigns, leading to inefficiencies and lost opportunities. But what if there was a way to manage everything from a single system?

With Marketing4Dynamics by Inogic, you can now create, send, track, sync, and analyze your Mailchimp campaigns directly from your Dynamics 365 CRM—eliminating the need to juggle multiple platforms.

The slogan for 2025: One Platform, One Goal: Boost Sales, Marketing, and Outcomes.

This seamless Dynamics 365 CRM-Mailchimp connector lets you sync audience data, create and execute campaigns, measure campaign performance, and gain a 360-degree view of customer interactions, such as link clicks and engagement metrics – all within Dynamics 365 CRM. With real-time insights, you can focus on high-potential leads and drive them through the sales funnel effectively.

No more switching between MailChimp and Dynamics 365 CRM or dealing with mismatched data. With Marketing4Dynamics, your sales and marketing efforts stay in sync, enabling smarter decisions and better results.

Here’s a 7-Step Guide to Creating and Executing Mailchimp Campaigns directly from Dynamics 365 CRM:

Step 1: Preparation

Make sure your Dynamics 365 CRM is connected to Mailchimp and Marketing4Dynamics is set up before starting a campaign.

Step 2: Create a Campaign

Option 1: From “Setup” Entity

1. Go to Setup.
2. Navigate to Sync Campaign and click Manage.
3. Click + New Campaign to start creating your campaign.

Option 2: From Campaign Entity

1. Go to the Marketing tab in the sidebar.
2. Click Campaigns and then click New to create a new campaign record.

Step 3: Fill in Campaign Details

In the campaign form, complete the required fields.

Step 4: Define Campaign Content

Choose how to design your email content:

• Email Template: Use a pre-approved template from Mailchimp.
• Email Body: Create custom content for emails with rich text formatting and dynamic Mailchimp merge tags to fit your campaign needs.

Click Save to save your campaign content. It will automatically get synced with MailChimp.

You can create or modify campaign content at any point in the journey before sending or scheduling it.

Step 5: Save and Preview Your Campaign

1. Sync Campaign:

• Click the Marketing4Dynamics button in the ribbon bar and select Sync Now.

• The campaign status changes to Draft, and it syncs with Mailchimp.

2. Preview Campaign:

• Use the Preview button under Marketing4Dynamics Actions to review the email layout and content.

3. Test Email:

• Send a test email using the Send Test Mail button to ensure accuracy.

Step 6: Schedule or Send Your Campaign

1. Send Now:

• Select Send Now for immediate execution.
• Set the Sync Duration (1–365 days) to track campaign activities.
• Click the save button to execute the campaign.

2. Schedule:

• Select Schedule to set a future date and time.
• Define the Sync Duration and click save to confirm scheduling.

The campaign status will be updated to “Scheduled” in Dynamics 365 CRM and Mailchimp.

Note that, The Send Time will be available only after executing “Sync Now” and when the campaign status changes from New to Draft.

Step 7: Track and Analyze Performance

1. After sending, click Sync Now to update campaign activities in your CRM.
2. Navigate to the Statistics tab to view metrics like open rates, click-through rates, and engagement levels.
3. Use these insights to optimize future campaigns and improve ROI.

Why Manage Your Mailchimp Campaigns Directly from CRM?

• Easily create and manage campaigns right from your CRM without hopping between platforms—it’s simple and saves time.
• Keep all your campaign data updated automatically, so you never miss out on key insights or metrics.
• Focus on what matters—building great strategies and running impactful campaigns—without the hassle of switching between tools.
• Get clear, detailed performance reports directly in your CRM, helping you make smart, data-driven decisions.
• Simplify your workflow by having everything—campaign creation, management, and tracking—all in one place.

Why Marketing4Dynamics?

• Cost-effective and accurate marketing solution with Mailchimp integration, avoiding the high costs of Dynamics 365 CRM’s Marketing module.
• Save time by managing campaigns within Dynamics 365 CRM.
• Boost efficiency with seamless data syncing and performance tracking.
• Focus on customers who show real interest and guide them through the sales journey.
• Eliminate errors from manual data handling for better business decisions.

Ready to simplify your marketing and sales using one platform?

Discover how Marketing4Dynamics can transform your workflow and help you achieve more in less time by downloading a 15-day trial from the Inogic website or Microsoft Appsource.

Have questions or want to schedule a demo? Contact us at crm@inogic.com!

The post How to Create Mailchimp Email Campaigns Directly from Dynamics 365 CRM! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

Original Post https://www.inogic.com/blog/2025/03/how-to-create-mailchimp-email-campaigns-directly-from-dynamics-365-crm/