MS Dynamics
Aligning marketing operations with Dynamics CRM - so the data that marketing generates flows correctly into the records sales depends on.
Microsoft Dynamics integrations with marketing automation platforms are among the most technically demanding configurations in the stack.
The Dynamics data model - entities, relationships, and the security roles that govern what any given integration account can read or write - creates failure modes that most marketing teams don't discover until a lead routing gap surfaces in pipeline reporting. By then the data loss has usually been accumulating for longer than anyone wants to admit.
Our Approach
Our Dynamics work focuses on the integration layer: the sync configuration between Dynamics and your marketing automation platform, the entity mapping that determines what records are created and updated, and the field-level logic that controls how marketing data flows into the CRM records sales depends on.
We audit systematically, identify the root cause of every sync discrepancy, and rebuild the configuration to handle the edge cases - duplicate records, missing required fields, security role restrictions - that generic implementations ignore.
Discuss MS Dynamics
Connect with Phil to discuss your operational environment, what's not behaving correctly, and how Tactical Marketing approaches the repair and governance work.
Contact Us"I've tried a lot of vendors and consultants for all areas across the world for decades but never found such a deep relationship as the one with Tactical MA. You can find cheaper companies but they will never pay off. Every second invested with Phil makes up for ages spent with another supplier. Our relationship lasts for over ten years now. His ability to think cross-functional and to keep track of all possible actions and implications is real."
What We Do in MS Dynamics
Related deep dive
CRM Integration →Marketing platform and CRM behaving as one system, not two.
Or browse the full operations library.
Frequently Asked Questions
How do you identify what's actually broken versus what just looks broken?
We audit systematically - program logic, trigger conditions, data sync behavior, and the integration layer - rather than reacting to surface symptoms. Most environments have failures that aren't visible in the platform UI at all.
How long does an audit or repair engagement typically take?
A thorough audit runs 2–3 weeks. A structured repair or rebuild depends on the depth of the technical debt - most range from 4–10 weeks. We scope each engagement after the initial audit so you know what you're committing to.
Do you provide ongoing management after the repair work is done?
Often, yes. Many clients transition into a managed services arrangement where Tactical Marketing handles ongoing administration, governance, and platform maintenance. Others prefer to hand back to an internal team - in which case we document everything and run a formal knowledge transfer.
Related Services
Develop.
SugarCRM
SugarCRM customization and administration aligned to your actual sales workflow, not a generic implementation that gets worked around.
Develop.
Custom Apps
Purpose-built solutions for the operational gaps that off-the-shelf software doesn't address - built to fit the systems around them, not just to work in isolation.
Develop.
API Integrations
Integration architecture that handles edge cases, failure states, and the field-mapping specifics that determine whether data flows correctly under real conditions.
Start the conversation.
If something isn't behaving the way it should, that's where we start. Phil reads every inbound personally and responds within one business day.