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Zoom Integration for Dynamics 365 Marketing
Run smarter events. Capture richer data. Convert faster.Seamlessly manage Zoom meetings and webinars within Dynamics 365 Marketing to accelerate event execution and lead follow-up.
Overview
Live events and webinars are critical to modern sales and marketing. Yet planning, execution, and post-event follow-up often require extensive coordination across tools and teams. Our Zoom integration centralizes the end-to-end process inside Dynamics 365 Marketing—covering planning and budgeting, promotion, attendee registration, webinar broadcasting, analytics, lead generation, and ROI assessment—so your team can focus on delivering impact.
Why This Integration
Unified Experience
Operate meetings and webinars directly from Dynamics 365 Marketing, reducing manual, pre- and post-event administration.
Attendee Data at the Source
Capture registrant and attendee information natively, enabling segment-based targeting and automated journeys.
Faster Decisions
Leverage the data and AI capabilities of Dynamics 365 Marketing and its seamless interoperability with Dynamics 365 Sales, Customer Insights, and Microsoft Teams.
Core Capabilities
Everything you need to manage Zoom events from Dynamics 365 Marketing.
Zoom Meetings & Webinars Management
Create, publish, and track Zoom sessions from Dynamics 365 Marketing with complete control.
Registration & Check-In
Facilitate registrations, issue check-in links, and manage the full attendee list within one system.
Audience Segmentation & Journeys
Use captured attendee data with segments and journeys to personalize communication before and after the event.
Analytics & ROI
Monitor event performance and lead conversion with marketing analytics to evaluate outcomes.
Event Lifecycle
Complete event management from planning to follow-up.
Pre-Event
- Set up meetings and webinars in Zoom from within Dynamics 365 Marketing.
- Invite participants and streamline promotions.
- Facilitate registrations and send check-in links to registrants.
- Manage registrants and handle check-ins efficiently.
Post-Event
- Maintain an accurate record of attendees for lead management and follow-ups.
- Share the recording link with participants to extend engagement.
- Track attendee behavior and engagement metrics for better insights.
- Automate follow-up campaigns based on attendance data.
How It Works with Dynamics 365 Marketing
Dynamics 365 Marketing empowers teams to orchestrate personalized journeys across touchpoints, working seamlessly with Dynamics 365 Sales, Customer Insights, Microsoft Teams, and other Microsoft products. With our Zoom integration, event management becomes an embedded capability—from publication and registration through broadcasting and analytics—making it easier to nurture leads and prove marketing ROI.
Who Benefits
Designed for teams that need seamless event execution and lead management.
Marketing Teams
Reduce time spent on logistics and increase campaign velocity with streamlined workflows.
Sales Teams
Receive cleaner attendee and lead data for timely follow-up and conversion.
Event Managers
Operate a consistent, audit-ready process from setup to reporting.
Request Integration Details
Share your details and our team will contact you shortly to walk you through configuration and best practices for your Zoom-to-Dynamics 365 Marketing integration.
Ready to streamline your event management?
Book a free consultation to see how our Zoom integration can transform your Dynamics 365 Marketing workflow.