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Aviary Platform - Microsoft Dynamics Integration and Automation

Integrate Aviary Platform Digital Asset Management (DAM) and Microsoft Dynamics Business Transaction Management apps with any of the apps from the library with just a few clicks. Create automated workflows by integrating your apps.

Common Integration Use Cases Between Aviary Platform and Microsoft Dynamics

1. Customer-Facing Media Asset Sync for Sales and Service Teams

Data flow: Aviary Platform to Microsoft Dynamics

When marketing or media teams publish approved video and audio assets in Aviary, key asset metadata such as title, campaign, product line, region, and usage rights can be pushed into Microsoft Dynamics. Sales and service teams then access the latest approved media directly from customer, account, or opportunity records.

Business value: Improves response time for customer requests, ensures teams use approved content, and reduces manual searching across systems.

2. Campaign Asset Tracking Linked to Revenue Opportunities

Data flow: Bi-directional

Campaign details from Microsoft Dynamics, such as account segments, target industries, and opportunity stages, can be sent to Aviary to organize media assets by campaign. In return, Aviary can send asset usage and publication status back to Dynamics so teams can see which media assets support active campaigns and deals.

Business value: Gives marketing and sales a shared view of campaign execution and helps measure which media assets support pipeline activity.

3. Product Demo and Training Video Distribution for Customer Onboarding

Data flow: Aviary Platform to Microsoft Dynamics

Approved product demo videos, onboarding tutorials, and training audio files stored in Aviary can be attached to customer records, cases, or onboarding workflows in Microsoft Dynamics. This allows customer success and support teams to deliver the right media based on customer segment, product version, or issue type.

Business value: Speeds onboarding, improves self-service support, and creates a more consistent customer experience.

4. Media Request Workflow Triggered from CRM Cases or Opportunities

Data flow: Microsoft Dynamics to Aviary Platform

When a sales rep or service agent logs a request in Microsoft Dynamics for a custom video, localized audio clip, or updated media package, the request can automatically create a task or workflow in Aviary. Media teams receive the request with customer context, due date, and priority, reducing back-and-forth communication.

Business value: Shortens turnaround time for media fulfillment and improves coordination between customer-facing teams and content production teams.

5. Rights and Approval Status Visibility for Regulated Content

Data flow: Aviary Platform to Microsoft Dynamics

Aviary can send approval status, expiration dates, and usage rights metadata for media assets into Microsoft Dynamics. This is especially useful for regulated industries where sales and service teams must know whether a video or audio asset is approved for a specific market, customer type, or time period.

Business value: Reduces compliance risk, prevents use of expired or restricted content, and supports audit readiness.

6. Customer-Specific Media Personalization Based on CRM Data

Data flow: Microsoft Dynamics to Aviary Platform

Customer attributes from Microsoft Dynamics, such as industry, geography, language, and account tier, can be used to tag or route media assets in Aviary. This helps media teams create and manage personalized versions of videos or audio assets for different customer segments.

Business value: Enables more targeted communication, improves content relevance, and supports regional or segment-specific media strategies.

7. Asset Usage Reporting for Account Engagement Analysis

Data flow: Aviary Platform to Microsoft Dynamics

Usage data from Aviary, such as which assets were viewed, shared, or published, can be sent into Microsoft Dynamics and associated with accounts, contacts, or opportunities. Managers can then analyze whether specific media assets correlate with engagement, deal progression, or service resolution.

Business value: Provides better visibility into content effectiveness and helps teams prioritize high-performing media assets.

8. Centralized Media Reference Data for Enterprise Operations

Data flow: Bi-directional

Microsoft Dynamics can act as the system of record for business entities such as customers, products, regions, and service categories, while Aviary manages the associated media assets. Synchronizing reference data between the two systems ensures consistent naming, tagging, and classification across media and business records.

Business value: Improves data consistency, reduces duplicate records, and makes media assets easier to find and govern across departments.

How to integrate and automate Aviary Platform with Microsoft Dynamics using OneTeg?