Mailchimp Data Embedded in D365

With the Cached Entity integration between Mailchimp and Dynamics 365, you are able to embed metrics from Mailchimp directly within account, contact and lead records within D365. Take a look below for a screenshot showing the contact view as an example.

From within the contact, there are several metrics available including:

• Original Opt-In Date

• Current status

• Average Click Rate

• Average Open Rate

• Member Ranking

• Last Activity Date

• Sent Count

• Open Count

• Click Count

• List of Recent Activities

This widget pulls data in real-time from Mailchimp using the email addresses on the record you are viewing. It can also display information on multiple lists within Mailchimp if you are leveraging that functionality.

We have a free trial to see what your data could look like. You can get started here. You can also chat with us and we can arrange for a demonstration on one of our environments and potentially still connect to your Mailchimp account so you can see a representation with your data without having to go through any installation steps on your own.