Would you like to have consistent and accurate customer data in Evalanche and MS Dynamics 365 D&O at all times without any IT projects? That’s exactly what MARINI is for.
With MARINI, the integration of Evalanche and MS Dynamics 365 D&O is ready to use in just a few days and grows flexibly with your requirements.
And the best part: we handle the integration for you. Our experts set up your Evalanche MS Dynamics 365 D&O 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 Evalanche with MS Dynamics 365 D&O and many other systems is also possible.
Evalanche is your marketing automation for lead management, scoring, and GDPR-compliant campaigns. Dynamics 365 Finance & Operations (F&O) is Microsoft’s enterprise ERP for Finance, Supply Chain, and Manufacturing. Both systems are powerful, but only together do they unleash their full potential.
The Evalanche Dynamics 365 Finance & Operations integration connects marketing intelligence with operational data. Existing customers receive personalized campaigns based on actual purchase data, event-based triggers start automations at the perfect moment, and qualified leads flow directly into the order-to-cash process. Isolated communication becomes a seamless workflow that accelerates revenue and eliminates friction.
Marketing without ERP data operates in the dark. Which customer bought what when? When does the maintenance contract expire? Which products are currently in stock? The integration makes this information available to Evalanche.
Customer retention marketing with real purchase data. Customer data and purchase history from F&O flow into Evalanche. Marketing uses this information for retention campaigns, upselling, and cross-selling. Anyone who bought Product A three months ago now receives a recommendation for the matching complement B. Not by chance, but data-driven.
Event-based marketing triggers from the ERP. When an order is placed in F&O, a contract is renewed, or a shipment is dispatched, the appropriate communication starts automatically in Evalanche. Order confirmations, shipping notifications, contract reminders: everything automated, personalized, and trackable.
Transactional emails with marketing intelligence. Order confirmations and shipping notifications run through Evalanche instead of technical system emails. This means: consistent branding, tracking of opens and clicks, and the ability to include cross-selling content. Every transactional email becomes a marketing asset.
Enrich lead scoring with finance data. Evalanche knows the engagement (email opens, website visits), F&O knows the financial reality (revenue, payment behavior, outstanding items). Combined, this creates a complete picture: Which leads are not only interested but also financially attractive?
Account-Based Marketing with Custom Objects. Evalanche is profile-centric and natively offers no account structures. The integration with MARINI Custom Objects solves this: Accounts from F&O are created as a separate entity, profile scores are aggregated at the account level. This enables true ABM, even if Evalanche doesn’t support it natively.
Synchronize opt-in status and consent bidirectionally. GDPR requires clean consent management. The integration ensures that opt-ins and opt-outs between Evalanche and F&O are always consistent. Marketing only communicates with those who have permitted it. Finance sees who may be contacted.
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
Co-CEO at SC-Networks GmbH (Evalanche)
With MARINI’s solutions, we integrate Evalanche quickly, easily, and with absolute security into complex system landscapes. The combination of reliable technology and inspiring people makes our collaboration truly unique.
Co-CEO at SC-Networks GmbH (Evalanche)
At SC-Networks, we see managing the customer journey through an integrated platform as the future of marketing. Evalanche and MARINI are an absolute dream team in this regard!
For: C-Level, Executive Management, Business Development
Unlock revenue potential within the existing customer base. The integration transforms silent existing customers into active upselling opportunities. Marketing identifies cross-selling potential based on actual purchase data, not assumptions. Retention campaigns run automatically before customers churn. The result: higher customer lifetime value without additional acquisition costs.
Faster time-to-revenue through automated processes. Qualified leads from Evalanche become sales orders in F&O directly. No manual handoffs, no media breaks, no delays. What used to take days now runs in minutes. This accelerates cash flow and reduces working capital.
Data-driven decisions instead of gut feeling. Marketing performance is linked with operational metrics. Which campaigns lead to actual orders? Which segments have the best conversion? Management gains transparency on the ROI of every marketing investment and can allocate budget strategically.
For: Marketing, Sales, Customer Success, Operations
Marketing finally sees what happens after the lead. The lead was handed over, but then what? Did it become an order? How much was the revenue? The integration closes this black box. Marketing sees in real-time which campaigns lead to actual sales orders. This enables better optimization and proves the value contribution measurably.
Event-based automations run without manual intervention. Previously, someone had to export lists from F&O, import them into Evalanche, and trigger campaigns manually. Now the ERP event triggers the automation directly. Contract renewal? Email goes out. Reorder due? Reminder runs automatically. This saves hours per week.
Customer retention campaigns become precise instead of broad. Instead of treating all customers the same, Marketing now segments by actual purchase patterns. Those who bought Product X receive matching add-ons. Those who haven’t ordered in a while receive reactivation offers. Response rates increase because communication becomes more relevant.
Operations benefits from qualified leads with context. When a lead comes from Evalanche, Operations already knows the engagement level, score, and campaign history. No more cold inquiries, but warm leads with complete profiles. This makes processing faster and more successful.
For: IT, Development, System Architects, Admins
API connection without installation in the ERP. MARINI connects via the OData REST API and Data Entities of Dynamics 365 F&O. Nothing is installed in F&O, no custom services needed. This means: no dependencies during updates, no vendor lock-in, no additional maintenance effort in the ERP. On-prem deployments are also connected seamlessly.
Bidirectional mapping with field rules. Customers from F&O become profiles in Evalanche, sales orders flow back to the ERP. MARINI maps the fields, validates formats, and checks mandatory fields automatically. You define the rules once, then it runs. Change tracking ensures that only changes are synchronized, not the entire record every time.
Conflict resolution for overlapping updates. What happens when a customer record is changed in both systems simultaneously? MARINI detects conflicts and resolves them according to defined rules: Last Write Wins, Source of Truth, or manual review. You decide which system is authoritative for which field. No data loss, no overwrites.
Monitoring and logging for transparency. Every synchronization is logged: Which records were transferred? Were there errors? How long did it take? The monitoring dashboard shows in real-time whether everything is running. Alerts notify you of problems before users notice them. This reduces support effort and increases system reliability.
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:
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.
Typically, customer data (Customers), purchase history (Sales Orders), product information (Items), and invoice data (Invoices) flow from F&O to Evalanche. In the other direction, qualified leads with scoring values, marketing engagement data, and opt-in status are transmitted. Event-based triggers such as orders or contract renewals can also start automations in Evalanche. The integration is bidirectional and occurs in real-time.
Yes, MARINI can also connect on-premises deployments of Dynamics 365 Finance & Operations. The connection is made via the OData REST API and Data Entities without requiring software installation in F&O. This works equally for cloud, private cloud, and on-prem. You retain full control over your infrastructure.
Evalanche natively offers no account structures, only profile pools. For true Account-Based Marketing, MARINI uses Custom Objects: Accounts from F&O are created as a separate entity in MARINI and linked with Evalanche profiles via the API. Profile scores can be aggregated at the account level to measure the overall engagement of an account. This creates an account-centric view despite Evalanche’s limitations.
Three scenarios stand out: First, customer retention marketing with actual purchase data for upselling and cross-selling. Second, event-based triggers that start marketing automations when something happens in the ERP (order, shipment, contract renewal). Third, automated lead-to-order processes where qualified leads from Evalanche directly become sales orders in F&O. These use cases reduce manual work and measurably accelerate revenue.
Evalanche is a German provider with GDPR-compliant hosting in Germany. The integration synchronizes opt-in and opt-out status bidirectionally between Evalanche and F&O so that Marketing only communicates with those who have permitted it. MARINI hosts exclusively in the EU in ISO 27001-certified data centers and fully complies with GDPR and revDSG. Logs and monitoring document every data processing transparently.
It depends on the scope. A basic integration (customer data, leads) can be productive in a few weeks. More complex scenarios with event-based triggers, Custom Objects for ABM, and extensive mappings take longer. MARINI offers both full-service (we implement everything) and co-creation (you configure yourself with our support). The no-code interface makes adjustments easy even after go-live.
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We support you in integrating Evalanche and MS Dynamics 365 D&O. Personalized. Tailored to your goals.
