Connect Optimizely and Microsoft Dynamics 365 CRM

Connecting Optimizely and Microsoft Dynamics 365 CRM for a company could allow data to move between digital experience management and customer relationship management functions. This could support more coordinated customer information, enable targeted communications based on CRM insights, and improve reporting by bringing together data from both systems.

You can build this integration on the System2System platform. We design the connection between Optimizely and Microsoft Dynamics 365 CRM around the way you work — not as an off-the-shelf connector, but to fit your systems.

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Why connect Optimizely and Microsoft Dynamics 365 CRM?

A company that uses both Optimizely and Microsoft Dynamics 365 CRM could benefit from connecting these systems to enable data exchange between their digital experience platform and customer relationship management functions. Such a connection could reduce manual data entry, helping to prevent errors and inconsistencies that occur when information is maintained separately. Without this link, the same customer or sales data may need to be entered in both systems, increasing the risk that records become outdated or diverge over time. This can result in sales, marketing, or service teams making decisions based on incomplete or stale information, which can impact customer experience and business performance. Data that could be exchanged between a digital experience platform like Optimizely and a CRM system such as Microsoft Dynamics 365 CRM includes customer contact details, account information, sales leads, order histories, and engagement data. Sharing this information could help keep both systems up to date, providing a more accurate view of customer interactions across channels. The specifics of what can be exchanged depend on what each system exposes through its API, and are determined for each situation individually.

How System2System builds an integration

Connectors

We connect to each system through the interface it offers — an API, a database, a file exchange or a webhook — and handle authentication, rate limits and retries.

Mapping

Fields rarely line up one to one. We map and transform the data so both systems receive it in the shape they expect.

Workflow

We define what triggers an exchange, in which direction data flows and which system takes precedence when the two disagree.

Monitoring

Every exchange is logged. Failures are flagged and can be replayed, so nothing disappears without anyone noticing.

What can actually be exchanged?

That depends on what Optimizely and Microsoft Dynamics 365 CRM make available through their APIs, on the licences and modules in use, and on the version each system runs. Which records are synchronised, in which direction and how often, is something we determine together before any work starts.

We are happy to look at your specific situation and tell you what is feasible — including when the answer is that it is not.