07.03.2023
Inxmail for Microsoft Dynamics lets you easily and quickly create your mailings directly from within your CRM. Apart from the perfectly and seamlessly integrated mailing editor, you now have the flexibility to manage recipients on a list-specific or on a global basis. Plus, you can now easily run Inxmail-specific functions like importing and retrieving data (manually or automatically), and customize them to suit your own workflow - using Dynamics workflows and API endpoints.
Compared to the previous integration, the new edition of Inxmail for Microsoft Dynamics CRM offers you the following advantages:
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Mailing editor: The Inxmail mailing editor is seamlessly integrated into the Microsoft Dynamics interface. This means that you no longer need to switch systems to edit mailings, and you can use all Inxmail New Xperience features directly in Microsoft Dynamics.
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Subscription is no longer handled globally, but per list/campaign activity: You can manage the mailing subscription of your recipients via campaign activities. A campaign activity is directly associated to an Inxmail list.
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Custom workflows: Use Dynamics workflows or Dynamics API endpoints and the integration's own interfaces to define your custom workflows, e.g. in order to manage mailing or recipient management via third-party systems.
You can find the core functions in 3 Inxmail-specific tabs inside your Inxmail campaign activity:
Use the search filter "MSCRM (Inxmail New Xperience)" if you want to search exclusively within the Inxmail for Microsoft Dynamics CRM online help.
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