Kentico - Microsoft Dynamics Integration and Automation

Common Integration Use Cases Between Kentico and Microsoft Dynamics

• Lead capture from Kentico web forms into Microsoft Dynamics CRM
  When visitors submit contact, demo, or quote-request forms on Kentico websites, the data is automatically created or updated in Microsoft Dynamics as leads or contacts. This gives sales teams immediate visibility into inbound interest, reduces manual rekeying, and shortens response times for follow-up.
• Customer profile synchronization for personalized web experiences
  Customer and account data from Microsoft Dynamics can be synchronized to Kentico to tailor website content, offers, and calls to action based on customer segment, industry, account status, or purchase history. This supports more relevant digital experiences and improves conversion rates for known customers and prospects.
• Order and account data flow from Kentico eCommerce to Microsoft Dynamics ERP
  Online orders, customer details, shipping information, and payment status captured in Kentico can be sent to Microsoft Dynamics for fulfillment, invoicing, inventory planning, and financial reporting. This reduces operational delays and ensures sales and finance teams work from the same transaction data.
• Marketing campaign attribution and sales pipeline visibility
  Kentico campaign interactions such as email clicks, content downloads, and landing page conversions can be passed to Microsoft Dynamics to enrich lead and opportunity records. Sales teams gain context on prospect engagement, while marketing can measure which campaigns contribute to pipeline creation and revenue.
• Case and service request creation from Kentico customer portals
  Support requests submitted through Kentico self-service portals can be created automatically in Microsoft Dynamics as cases or service tickets. This improves service intake consistency, enables SLA tracking, and gives customers a smoother support experience with fewer handoffs.
• Product, pricing, and availability updates from Microsoft Dynamics to Kentico
  Master data such as product catalogs, pricing rules, inventory availability, and account-specific discounts can be published from Microsoft Dynamics to Kentico. This ensures the website reflects current operational data, reduces pricing errors, and supports accurate online selling.
• Customer segmentation for targeted content and offers
  Microsoft Dynamics customer attributes such as industry, lifecycle stage, region, and revenue tier can be used in Kentico to drive segmented content delivery and personalized promotions. Marketing teams can run more precise campaigns without manually exporting and importing audience lists.
• Unified reporting across digital engagement and business operations
  Engagement data from Kentico and operational data from Microsoft Dynamics can be aligned for reporting on the full customer journey, from first website visit to closed deal and repeat purchase. This helps leadership evaluate content performance, sales effectiveness, and customer value with more complete data.