Inxmail for Microsoft Dynamics CRM

How to use your customer data for highly personalized mailings

The powerful email upgrade for your CRM: with Inxmail for Microsoft Dynamics CRM, you can easily create professional mailings without changing programs.

No loss of time due to system changes
Faster and more flexible email creation
Automatic synchronization of recipient data

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More customer loyalty with fewer resources

Combine your customers' profile data with your email campaigns in an intelligent way – Inxmail for Microsoft Dynamics CRM offers the ideal solution for this. This enables you to create highly personalized mailings that you can send automatically. And the best thing about it is that marketing and sales work hand in hand.

Enjoy these benefits:

Fully integrated email marketing solution
Highly personalized mailings with contact and lead data
Very high deliverability of all mailings
Recipients can be registered or removed directly in Microsoft Dynamics for sending
Convenient mass mailing through the use of Dynamics marketing lists
Easily planned sending times
Automatic evaluation of campaign responses
Automatic synchronization of recipient data
Newsletter registrations are created directly as leads in Microsoft Dynamics on a campaign-activity-specific basis and can therefore be easily processed further.

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New possibilities with Inxmail New Xperience

Creative mailings directly in Microsoft Dynamics CRM

Create professional mailings at lightning speed – directly in your Microsoft Dynamics CRM. Inxmail New Xperience offers you a range of convenient functions to save you time and help you achieve your goals faster.

[Translate to English:] Grafik eines Stoppuhr-Symbols auf einem gelben Kreis. Neben der Stoppuhr sind drei horizontale Linien dargestellt, die auf Bewegung oder Schnelligkeit hinweisen.

Creative mailings in no time

[Translate to English:] Grafik eines Fingers, der auf einen Kreis zeigt, auf einem gelben Hintergrund. Das Symbol deutet auf eine einfache Interaktion oder Bedienung hin.

A lightness that brings joy

[Translate to English:] Grafik eines ansteigenden Balkendiagramms mit einem Pfeil nach oben auf einem gelben Hintergrund. Das Symbol deutet auf Erfolg oder Wachstum hin.

More performance, more sales

[Translate to English:] Grafik eines Symbols mit drei Pfeilen, die in verschiedene Richtungen zeigen, auf einem gelben Hintergrund. Das Symbol deutet auf Flexibilität oder Auswahlmöglichkeiten hin.

Automated processes for higher potential

Find out more about Inxmail New Xperience

“All the power you need in one system: with Inxmail, you can create professional mailings using data from Microsoft Dynamics CRM. Thanks to automated processes, you can deliver relevant content to your recipients that they are actually interested in.”

[Translate to English:] Porträtfoto von Georg Wi, ein Mann mit kurzem dunklem Haar, der ein dunkles Sakko und ein helles Hemd trägt und lächelt.

Georg Widmann

Project Manager, Inxmail

How it works

You can also find more details in our online help for Inxmail for Microsoft Dynamics CRM.

Target group selection

The first step is to create a new campaign in Microsoft Dynamics CRM and assign the desired contacts to it.

[Translate to English:] Laptop-Bildschirm mit einer Benutzeroberfläche von Microsoft Dynamics 365, die eine Kampagnenaktivität zeigt. Die Ansicht zeigt eine Tabelle mit Empfängern und die Tracking-Permission-Status. Die Kampagne heißt "My winter campaign"

Campaign activities

You then make the appropriate settings for your campaign activities by defining the sender address and connecting the campaign to Inxmail.

Creating mailings

Mailings are created and edited in Inxmail New Xperience. They are operated via the Microsoft Dynamics CRM interface. You can use data from Microsoft Dynamics CRM for personalization.

Quality assurance

[Translate to English:] Laptop-Bildschirm mit der Benutzeroberfläche von Microsoft Dynamics 365. Die Ansicht zeigt die Kampagnenübersicht „My Winter Campaign“ mit verschiedenen Tabs, darunter „Inxmail“, „Mailing“ und „Empfänger“. Details zu Synchronisation und Empfängern sind aufgelistet, während weitere Informationen im unteren Bereich angezeigt werden.

In Inxmail New Xperience, you have a wide range of testing options at your disposal, such as a display test and a spam test. You can use the preview to check the mobile version and personalization.

Sending

In the fifth step, you start the sending process. Of course, you can also schedule the sending of the mailing.

[Translate to English:] Laptop-Bildschirm zeigt die Benutzeroberfläche von Microsoft Dynamics 365 mit der Inxmail-Integration. Die Ansicht befindet sich im Reporting-Bereich einer Kampagne mit Details zur Zustellung eines Mailings. Es werden Informationen wie die Anzahl der erreichten Empfänger (100 %), die Anzahl der versendeten E-Mails (11) sowie das Versanddatum (18.11.2022) angezeigt.

Measuring success

The most important key figures are available to measure success. In addition, the mailing, including click data, is transferred to the Microsoft Dynamics campaign activity. This means that you can use recipient reactions to your contacts for further evaluations and as a basis for follow-up campaigns.

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Inxmail for Microsoft Dynamics CRM Case Studies

Customer-oriented advice ensures better data flows and more leads

All case studies

Experience Inxmail for Microsoft Dynamics CRM live now

See for yourself how Inxmail for Microsoft Dynamics CRM can make your daily work easier. We would be happy to present all the key features to you in a personal live demo and answer any questions you may have.

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