Customer Engagement & Dynamics CRM Forum

Sendgrid integration with Dynamics CRM 2016 on premise

  • 1.  Sendgrid integration with Dynamics CRM 2016 on premise

    Posted Apr 01, 2019 08:28 PM

    I'm researching SendGrid as an email marketing platform for our business. For various reasons, those that have native (clickdimensions) or 3rd party (mailchimp) integration are not an option.

    There are many factors, with one crucial one being integration with Dynamics. We are currently 2016 on prem, moving to 365 (v9) later this year, still on prem.

    It looks like the only (most feasible) option is building your own. I'm looking for experience from other users who have done this.

    1. How easy / difficult was it
    2. To what extent did you integrate - marketing lists / activities / results (opens / clicks)
    3. Did you use any 3rd party tools or write everything custom
    4. Did users find the solution intuitive and easy to use
    5. Ultimately was is successful and would you do anything differently if you could start again?

    Any insights would be appreciated


    Richard Bilski
    Orbis Investment Advisory Pty Ltd
    Sydney Australia

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