How to Integrate Dynamics 365 with MailChimp: 1-Min Guide

How to Integrate Dynamics 365 with MailChimp

Updated on:

April 6, 2026

By:

Madhav Bhandari

Use this interactive demo to learn how to integrate your Microsoft Dynamics 365 account with MailChimp.

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Let's connect Dynamics 365 with MailChimp to sync your contacts and streamline your email marketing. Here’s how:

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First up, head to the settings area.
Go to the 'App Settings'.
Click on 'Partner Apps' to see all available connection options for Dynamics 365.
Look for 'MailChimp' in the list of available integrations and select it to begin the setup process.
Click 'Free Trial' to connect to MailChimp to authorize the integration between your two platforms.
To confirm, click 'Free trial' again.
Select your target environment to integrate with MailChimp.
Review your integration checklists.
Click 'Install' Your Dynamics 365 contacts are now flowing into MailChimp, ready for your next campaign.

📌 Why this matters

Connecting these platforms eliminates the manual work of copying contact data between systems, ensuring your email lists stay current without constant maintenance. You can trigger targeted campaigns based on sales activities, customer lifecycle stages, or deal progression happening in your CRM.

The real advantage goes beyond basic contact syncing—you gain the ability to close the loop between marketing engagement and sales outcomes, measuring which email campaigns actually drive revenue rather than just opens and clicks.

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