Integrate Dynamics 365 Sales with Inxmail: simple, fast, secure

Would you like to have consistent and accurate customer data in Dynamics 365 Sales and Inxmail at all times without any IT projects? That’s exactly what MARINI is for.

Data integration made simple

With MARINI, the integration of Dynamics 365 Sales and Inxmail is ready to use in just a few days and grows flexibly with your requirements.

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SAP C4C Logo – CRM Integration
  • Simple: The intelligent no code interface makes integrations immediately transparent and controllable and includes logs, monitoring, and alerts.
  • Fast: Changes are synchronized in real time between Dynamics 365 Sales and Inxmail. Your company benefits right away from consistent data.
  • Secure: EU based GDPR compliant hosting, ISO certified data centers, and governance mechanisms provide maximum reliability.

And the best part: we handle the integration for you. Our experts set up your Dynamics 365 Sales Inxmail interface on your behalf or together with your team.

Important note: The video shows the integration of HubSpot with SAP C4C. Of course, connecting to Dynamics 365 Sales with Inxmail and many other systems is also possible.

Why are CRM data wasting their email potential?

Dynamics 365 Sales is Microsoft’s cloud-based CRM system: lead and opportunity management, account master data, and AI-powered relationship insights in native integration with Microsoft 365. Inxmail is the German email marketing specialist with over 25 years of experience, highly personalized newsletters, marketing automation, and an average delivery rate of 98 percent. EU hosting, GDPR-compliant, CSA-certified.

The Dynamics 365 Sales Inxmail integration brings CRM data and email marketing together: contacts, accounts, leads, opportunities, and activities from Dynamics flow into Inxmail in real-time. Newsletter subscriptions from Inxmail forms are automatically created as leads in Dynamics. Opens, clicks, and bounces appear in the Dynamics timeline. Marketing and sales work with the same data foundation.

What do companies use the Dynamics 365 Sales Inxmail interface for?

Companies synchronize their sales and marketing processes so that no information is lost between CRM and email marketing.

Synchronize recipients with CRM contacts. Contacts, accounts, and leads from Dynamics 365 Sales are automatically maintained as recipients in Inxmail lists. New contacts in the CRM appear in real-time in the email marketing database. Changes to job title, industry, or contact status are adopted immediately. No manual list maintenance, no outdated target groups.

Feed marketing activities back into CRM. Opens, clicks, bounces, and unsubscribes from Inxmail are made visible in the respective Dynamics record. Sales reps can see before a phone call whether the contact opened the last campaign. Lead scoring is enriched with email engagement. Marketing performance becomes measurable at account level.

Automate lead-to-sales. Qualified leads from Inxmail forms, websites, or gated content are automatically created as leads in Dynamics. The campaign, form, and timestamp are stored in the lead record. Sales receives warm leads with context, marketing can track attribution.

Synchronize opt-in and opt-out. Consent status and unsubscribes are matched bidirectionally between Inxmail and Dynamics. Unsubscribes in Inxmail are marked as opt-out in the CRM. Contacts without consent in the CRM are excluded from email campaigns. GDPR-compliant communication across all channels.

Segmentation with CRM data. Account data, opportunity status, industry information, and custom fields from Dynamics are used for campaign targeting in Inxmail. Marketing can segment by pipeline stage, account size, or last sales activity. More relevant campaigns, higher open rates.

Individual sales automation. Sales rep-specific trigger emails are automatically sent based on Dynamics assignments. When a lead is assigned to a sales rep, a personalized intro email goes out. Marketing supports sales with automated yet individualized touchpoints.

From Integration to Results

The use cases on this page are not theoretical, but implementing them requires experience. You can set up integration and data management yourself through MARINI’s no-code interface, or have our team configure it for you. For implementation in your systems, we work collaboratively with you and your service providers. If you don’t yet have a suitable service provider, we’re happy to recommend an appropriate partner from our network.

Andreas Gozian, Chief Sales Officer at MARINI

Business Value: What does the integration deliver for management?

For: C-Level, Executive Management, Business Development

Marketing and sales finally work with the same data. When sales sees in Dynamics which contact clicked the product campaign, follow-up quality increases. When marketing knows which accounts are currently in the pipeline, targeted nurturing campaigns can be run. The integration closes the gap between marketing-qualified leads and sales-accepted leads. The result: shorter sales cycles, higher conversion rates.

ROI of email marketing becomes measurable. Every campaign, every open, every click is linked to a contact, an account, and an opportunity in Dynamics. Marketing can show which campaigns generated pipeline. Finance sees which email sequences led to closures. Attribution becomes transparent.

Efficiency gains through automation. No more manual CSV exports, no outdated lists, no duplicate maintenance. Employees spend less time on data reconciliation and more time on customer interaction. The integration pays for itself in the first quarter through saved working time and prevented errors.

Departments: What changes for marketing, sales, and operations?

For: Marketing, Sales, Customer Success, Operations

Marketing works with real CRM data instead of static lists. Before: Excel export from Dynamics, manual upload to Inxmail, hopelessly outdated after two weeks. After: Real-time synchronization. New contacts from Dynamics automatically appear in the correct Inxmail list. Changes to job title, company, or opt-in status are immediately available. Campaign targeting is based on current CRM fields like pipeline status, account size, or last activity.

Sales sees email engagement before the call. Before a phone call, the sales rep opens the contact in Dynamics and sees: clicked product demo invitation, always opened newsletter in the last three months, downloaded case study. This information changes the conversation. Sales can specifically address interests, the customer feels understood. No more cold calling, but informed conversations.

Lead handover works seamlessly. Marketing-qualified leads from Inxmail forms are automatically created in Dynamics. With campaign context, form fields, and timestamp. Sales receives warm leads with complete history. The handover from marketing to sales is transparent, traceable, and conflict-free. Both sides work with the same data.

Customer success uses email engagement for retention. Contacts who no longer open newsletters, ignore webinars, or unsubscribe are potential churn candidates. Customer success sees these signals in time in Dynamics and can proactively intervene. Email engagement becomes part of the health score.

Technology: How does the Dynamics 365 Sales Inxmail integration work?

For: IT, Development, System Architects, Admins

Modern REST APIs on both sides. Dynamics 365 Sales offers a Web API based on OData v4 for all standard and custom entities. Inxmail provides REST APIs for Professional, Commerce, and New Xperience. The MARINI Integration Platform uses both APIs for bidirectional synchronization. Authentication via OAuth 2.0 for Dynamics, HTTP Basic Auth with API Key for Inxmail.

Real-time synchronization with change tracking. Dynamics supports change tracking via the API. MARINI detects in real-time when a contact is created, updated, or deleted. Inxmail events like newsletter subscriptions, opens, or unsubscribes trigger immediate updates in Dynamics. No batch jobs, no nightly exports. The integration responds to changes in both systems within seconds.

Field mapping and custom entities. Standard objects like accounts, contacts, and leads are automatically mapped. Custom entities from Dynamics can be linked to Inxmail lists via the MARINI interface. Field rules, validation, and duplicate checking are configurable. You decide which Dynamics fields are translated into Inxmail personalization fields and which tracking data flows back into the CRM.

Conflict handling and master data. Who leads with contact data? Dynamics or Inxmail? The integration allows bidirectional synchronization with configurable leadership logic. You can specify that master data from Dynamics is leading, while consent status and unsubscribes from Inxmail are prioritized. Conflicts are logged and can be viewed via the MARINI interface.

Maximum Security and Stability

Business-critical data deserves maximum reliability. At MARINI, security isn’t an add-on—it’s our lived standard. Our security architecture at a glance:

  • GDPR-compliant and legally secured (including Swiss revDPA)
  • ISO 27001-certified data centers
  • Multiple daily backups across multiple locations
  • Incident response and recovery plans
  • Continuous monitoring and personal tech support

This keeps your central data infrastructure stable, protected, and scalable at all times. Together, we’ll find the right integration and tailor it precisely to your requirements.

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Frequently asked questions about the Dynamics 365 Sales Inxmail integration

Typically, contacts, accounts, leads, and custom entities from Dynamics are synchronized as recipients in Inxmail lists. In the opposite direction, tracking data such as opens, clicks, bounces, unsubscribes, and newsletter subscriptions flow back into the CRM. Consent status is matched bidirectionally. You decide which Dynamics fields are translated into Inxmail personalization fields and which events become visible in the CRM.

Yes. Dynamics 365 Sales supports marketing lists for campaigns. Via the change tracking of the Dynamics API, MARINI detects in real-time when people are added to or removed from a list. These lists can be synchronized as Inxmail recipient lists. This keeps your target groups in email marketing always up-to-date without manual exports.

MARINI already has an adapter for Inxmail Professional. Adapters for Inxmail Commerce and Inxmail New Xperience can be easily developed. All API endpoints are fully integrable. You can link both newsletter campaigns and transactional emails with Dynamics data. The integration works uni- and bidirectionally.

Real-time. Dynamics 365 Sales supports webhooks and change tracking via the Web API. Inxmail offers REST APIs for all product variants. MARINI uses both mechanisms for event-based synchronization. When a contact is created in Dynamics, it appears in Inxmail within seconds. When someone opens a newsletter, the information is immediately visible in the Dynamics timeline.

Consent management is central to GDPR compliance. The integration synchronizes opt-in and opt-out status bidirectionally. Unsubscribes in Inxmail are marked as opt-out in the CRM. Contacts without consent in the CRM are excluded from email campaigns. You can specify which system is leading for consent data. All changes are logged and traceable.

Yes. The Dynamics 365 Web API supports all standard and custom entities. Via the MARINI interface, you can link any custom entities to Inxmail lists. Field mapping, validation, and duplicate checking are flexibly configurable. This also applies to custom fields within standard objects. You have full control over the data flow.

The integration of our marketing automation (Evalanche) and Salesforce via MARINI takes our data quality to a new level and provides the basis for successful account-based marketing.

Tobias Henneke
Tobias Henneke
Marketing Data Analytics & Transformation Lead
Forvis Mazars

For the digital marketing of our dairy products, we successfully leverage the high-performance, flexible, and sustainable MARINI integration platform.

Matthias Glauser
Matthias Glauser
Head of Digital Marketing & Media, Swissmilk
Swissmilk

With MARINI, we use a reliable interface between our existing ERP system and HubSpot. The data exchange works seamlessly and delivers tangible added value in our day-to-day operations. We are particularly impressed by the platform’s clear structure as well as the direct and straightforward communication with the support team.

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Shane Bauser
Performance Marketing Manager
Alber GmbH

From Data to Growth

We support you in integrating Dynamics 365 Sales and Inxmail. Personalized. Tailored to your goals.