Integrate Building Wisdom's Marketing Tools with Microsoft Dynamics CRM

If you currently use Microsoft CRM, we have a convenient way to link your CRM with our marketing automation engine.  Leverage Building Wisdom's integrated email marketing, social, mobile, web analytics, and predictive tools to get the most out of your leads and contacts.

The plugin is free for all Building Wisdom users and a great way for Dynamics CRM clients to access Building Wisdom's powerful sales and marketing solution

Download the plugin from the Microsoft Dynamics Marketplace

Once you have downloaded the plugin, your network administrator can install and configure the tool to get you up and running in no time. 

Full installation instructions are available here: Wisdom-Microsoft-Dynamics-CRM-Plugin-Installation-Documentation.pdf

The purpose of the Building Wisdom Microsoft Dynamics CRM synchronization tool is to push contact information quickly and easily from Microsoft Dynamics CRM to Building Wisdom.

Anytime a new contact is added into your Dynamics CRM, the contact is automatically synced with your Building Wisdom database.  Users can also retrieve Building Wisdom Group information from within Dynamics CRM making it easy for you to manage all of your contacts within the database. 

New Contact in Microsoft Dynamics:

Microsoft Dynamics Contacts

New contact is already in Building Wisdom, upon login:

Microsoft Dynamics Building Wisdom Contact

Manage the Connection between Dynamics CRM and Building Wisdom: 

Building Wisdom CRM plugin screencap

Download the Building Wisdom Microsoft Dynamics CRM synchronization users guide here: Wisdom-Microsoft-Dynamics-CRM-Plugin-Usage-Documentation.pdf

For more information about the plugin, please visit: Wisdom

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