{"id":9884,"date":"2025-05-02T12:06:08","date_gmt":"2025-05-02T06:36:08","guid":{"rendered":"https:\/\/easyinsights.ai\/blog\/?p=9884"},"modified":"2025-05-02T12:06:09","modified_gmt":"2025-05-02T06:36:09","slug":"how-to-send-dynamics-365-lead-data-to-meta-and-google-ads","status":"publish","type":"post","link":"https:\/\/easyinsights.ai\/blog\/how-to-send-dynamics-365-lead-data-to-meta-and-google-ads\/","title":{"rendered":"How to Send Dynamics 365 Lead Data to Meta and Google Ads"},"content":{"rendered":"<span class=\"span-reading-time rt-reading-time\" style=\"display: block;\"><span class=\"rt-label rt-prefix\">Reading Time: <\/span> <span class=\"rt-time\"> 6<\/span> <span class=\"rt-label rt-postfix\">minutes<\/span><\/span>\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/easyinsights.ai\/easyinsights_wordpress\/wp-content\/uploads\/2025\/05\/WhatsApp-Image-2025-05-01-at-10.10.36_4704db44-1024x576.jpg\" alt=\"Dynamics 365 Lead Data\" class=\"wp-image-9885\" srcset=\"https:\/\/easyinsights.ai\/easyinsights_wordpress\/wp-content\/uploads\/2025\/05\/WhatsApp-Image-2025-05-01-at-10.10.36_4704db44-1024x576.jpg 1024w, https:\/\/easyinsights.ai\/easyinsights_wordpress\/wp-content\/uploads\/2025\/05\/WhatsApp-Image-2025-05-01-at-10.10.36_4704db44-300x169.jpg 300w, https:\/\/easyinsights.ai\/easyinsights_wordpress\/wp-content\/uploads\/2025\/05\/WhatsApp-Image-2025-05-01-at-10.10.36_4704db44-768x432.jpg 768w, https:\/\/easyinsights.ai\/easyinsights_wordpress\/wp-content\/uploads\/2025\/05\/WhatsApp-Image-2025-05-01-at-10.10.36_4704db44-1536x864.jpg 1536w, https:\/\/easyinsights.ai\/easyinsights_wordpress\/wp-content\/uploads\/2025\/05\/WhatsApp-Image-2025-05-01-at-10.10.36_4704db44.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Imagine you own an online beauty brand selling skincare and cosmetics through your website. You have a growing list of leads stored in your Microsoft Dynamics 365 CRM. These potential customers explored your products, signed up for newsletters, or interacted with your content. But they haven\u2019t yet made a purchase.<\/p>\n\n\n\n<p>Instead of letting these leads go cold, re-engage them through Meta and Google Ads. Send them personalized offers, product launches, and special promotions. By integrating Dynamics 365 CRM with ad platforms, you can target warm leads with interest-based ads. This helps nudge them toward buying. Other beauty brands have used this strategy to turn leads into loyal customers. Your brand can achieve similar success.<\/p>\n\n\n\n<p>In this blog, we\u2019ll explore how linking Microsoft Dynamics 365 CRM with Meta and Google Ads helps your brand.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_81 ez-toc-wrap-center counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Jump ahead to:<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"#\" data-href=\"https:\/\/easyinsights.ai\/blog\/how-to-send-dynamics-365-lead-data-to-meta-and-google-ads\/#Why_Sync_Lead_Data_from_Dynamics_365_with_Meta_and_Google_Ads\" >Why Sync Lead Data from Dynamics 365 with Meta and Google Ads<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"#\" data-href=\"https:\/\/easyinsights.ai\/blog\/how-to-send-dynamics-365-lead-data-to-meta-and-google-ads\/#Enhanced_Audience_Targeting\" >Enhanced Audience Targeting<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"#\" data-href=\"https:\/\/easyinsights.ai\/blog\/how-to-send-dynamics-365-lead-data-to-meta-and-google-ads\/#Improved_Personalization_Ad_Relevance\" >Improved Personalization &amp; Ad Relevance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"#\" data-href=\"https:\/\/easyinsights.ai\/blog\/how-to-send-dynamics-365-lead-data-to-meta-and-google-ads\/#Increased_Conversion_Rates\" >Increased Conversion Rates<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"#\" data-href=\"https:\/\/easyinsights.ai\/blog\/how-to-send-dynamics-365-lead-data-to-meta-and-google-ads\/#Automated_Lead_Nurturing_Sales_Alignment\" >Automated Lead Nurturing &amp; Sales Alignment<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"#\" data-href=\"https:\/\/easyinsights.ai\/blog\/how-to-send-dynamics-365-lead-data-to-meta-and-google-ads\/#Integrating_Dynamics_365_with_Meta_Google_Ads\" >Integrating Dynamics 365 with Meta &amp; Google Ads<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"#\" data-href=\"https:\/\/easyinsights.ai\/blog\/how-to-send-dynamics-365-lead-data-to-meta-and-google-ads\/#Using_Native_Integrations_Tools\" >Using Native Integrations &amp; Tools<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"#\" data-href=\"https:\/\/easyinsights.ai\/blog\/how-to-send-dynamics-365-lead-data-to-meta-and-google-ads\/#Dynamics_365_to_Meta_Conversions_API_Offline_Conversions\" >Dynamics 365 to Meta (Conversions API &amp; Offline Conversions)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"#\" data-href=\"https:\/\/easyinsights.ai\/blog\/how-to-send-dynamics-365-lead-data-to-meta-and-google-ads\/#Dynamics_365_to_Google_Ads_Customer_Match_Offline_Conversions\" >Dynamics 365 to Google Ads (Customer Match &amp; Offline Conversions)<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"#\" data-href=\"https:\/\/easyinsights.ai\/blog\/how-to-send-dynamics-365-lead-data-to-meta-and-google-ads\/#Manual_Uploads\" >Manual Uploads&nbsp;<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"#\" data-href=\"https:\/\/easyinsights.ai\/blog\/how-to-send-dynamics-365-lead-data-to-meta-and-google-ads\/#Integrate_Your_CRM_Data_with_EasyInsights\" >Integrate Your CRM Data with EasyInsights<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"#\" data-href=\"https:\/\/easyinsights.ai\/blog\/how-to-send-dynamics-365-lead-data-to-meta-and-google-ads\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Why_Sync_Lead_Data_from_Dynamics_365_with_Meta_and_Google_Ads\"><\/span>Why Sync Lead Data from Dynamics 365 with Meta and Google Ads<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Syncing lead data from Microsoft Dynamics 365 with ad platforms like Meta and Google Ads offers a major advantage: precision. Rather than targeting cold or generic audiences, you can reach leads who have already shown interest in your brand. People who\u2019ve signed up for your newsletter, browsed your products, or filled out a contact form.<\/p>\n\n\n\n<p>This connection allows you to run highly personalized, data-driven campaigns that speak directly to your audience\u2019s preferences and behaviors. For example, if a lead viewed a specific skincare product on your site but didn\u2019t purchase, you can retarget them with a relevant ad featuring that exact product or a limited-time discount.<br><br>Here\u2019s how it works:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Enhanced_Audience_Targeting\"><\/span><strong>Enhanced Audience Targeting<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>By syncing Dynamics 365 with Meta and Google Ads, you can enhance your audience targeting, ensuring that your ads reach the most relevant people.<\/p>\n\n\n\n<p><strong>Lookalike Audiences on Meta:<\/strong> Meta\u2019s <a href=\"https:\/\/www.facebook.com\/business\/help\/164749007013531?id=401668390442328\">Lookalike Audience feature<\/a> helps you find new customers like your existing leads. Upload your Dynamics 365 lead data to Meta to get started. Meta analyzes shared traits like demographics and behaviors in your leads. This helps you reach more people while targeting high-quality prospects.<\/p>\n\n\n\n<p><strong>Customer Match on Google Ads:<\/strong> <a href=\"https:\/\/support.google.com\/google-ads\/answer\/6379332?hl=en\">Google\u2019s Customer Match<\/a> feature lets you upload Dynamics 365 lead data for targeted ads. You can reach leads on Search, YouTube, Gmail, and the Google Display Network. This helps re-engage people who have interacted with your brand before. It also keeps your services top-of-mind for them.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Improved_Personalization_Ad_Relevance\"><\/span><strong>Improved Personalization &amp; Ad Relevance<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Consumers today expect personalized experiences, and ads that don&#8217;t resonate with their needs will be ignored. By using Dynamics 365 data, you can deliver hyper-relevant ads that speak to each individual\u2019s journey.<\/p>\n\n\n\n<p><strong>Dynamic Ad Creatives Based on CRM Data:<\/strong> Dynamics 365 lets you create <a href=\"https:\/\/support.google.com\/google-ads\/answer\/2471185?hl=en\">dynamic ads<\/a> that adapt to user preferences and past behavior. For example, an e-commerce brand can show products a customer viewed earlier.<br>A gym might promote fitness programs based on a user\u2019s personal goals or interests.<\/p>\n\n\n\n<p><strong>Adapting Messaging to Lead Stages:<\/strong> Not all leads are at the same stage of the buying process. Some may be in the awareness phase, while others are ready to convert. By segmenting your Dynamics 365 data, you can send awareness-stage ads to newer leads and conversion-focused ads to high-intent prospects.<br><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Increased_Conversion_Rates\"><\/span><strong>Increased Conversion Rates<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Syncing your Dynamics 365 lead data with Meta and Google Ads helps you focus your ad spend on warm leads who are more likely to convert, ultimately boosting ROI.<\/p>\n\n\n\n<p><strong>Engaging Warm Leads Instead of Cold Traffic:<\/strong> Traditional ads often target cold, uninterested audiences. However, by retargeting leads who have shown interest in your services, you are engaging people who already know your brand and are more likely to take the next step.<\/p>\n\n\n\n<p><strong>Leveraging First-Party Data for Better Ad Performance: <\/strong>As privacy restrictions and the decline of third-party cookies grow, <a href=\"https:\/\/easyinsights.ai\/blog\/first-party-data-the-answer-to-third-party-cookie-loss\/\">first-party data<\/a> from Dynamics 365 becomes more valuable. This data, derived from people who have directly interacted with your brand, leads to more efficient campaigns and better returns on investment.<br><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Automated_Lead_Nurturing_Sales_Alignment\"><\/span><strong>Automated Lead Nurturing &amp; Sales Alignment<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Integrating Dynamics 365 CRM with ad platforms ensures that marketing and sales teams work in sync, creating a seamless customer journey.<\/p>\n\n\n\n<p><strong>Syncing High-Intent Leads for Immediate Action:<\/strong> Some leads in your CRM may be ready to convert but just need that extra push. By syncing high-intent leads from Dynamics 365 to Meta and Google Ads, you can deliver ads that encourage immediate action, like special offers or customer testimonials.<\/p>\n\n\n\n<p><strong>Closing the Loop Between Marketing &amp; Sales:<\/strong> When both marketing and sales teams have access to the same lead data, collaboration improves. If a sales rep marks a lead as \u201clost,\u201d marketing can target that lead with personalized ads, increasing the chance of re-engagement.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Integrating_Dynamics_365_with_Meta_Google_Ads\"><\/span>Integrating Dynamics 365 with Meta &amp; Google Ads<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Integrating your Dynamics 365 lead data with Meta and Google Ads opens up better targeting, personalization, and higher conversions. But how can you transfer this data? Let&#8217;s explore your options:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Using_Native_Integrations_Tools\"><\/span><strong>Using Native Integrations &amp; Tools<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Both Meta and Google offer direct integrations with Dynamics 365, allowing seamless syncing of lead data with minimal manual intervention.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Dynamics_365_to_Meta_Conversions_API_Offline_Conversions\"><\/span><strong>Dynamics 365 to Meta (Conversions API &amp; Offline Conversions)<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p><strong>Conversions API (CAPI):<\/strong> This server-to-server integration ensures that customer data from Dynamics 365 is sent directly to Meta\u2019s advertising system for real-time optimization. It improves conversion tracking, even when users have ad blockers enabled.<\/p>\n\n\n\n<p><strong>Offline Conversions:<\/strong> If you receive leads through offline interactions like phone calls or consultations, the Offline Conversions tool helps track and attribute those offline sales to your Meta ads.<br><br><strong>Also read<\/strong> &#8211;<a href=\"https:\/\/easyinsights.ai\/blog\/how-ei-can-help-in-server-to-server-integration\/\"> <strong>How EasyInsights can help in server to server Integration<\/strong><\/a><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Dynamics_365_to_Google_Ads_Customer_Match_Offline_Conversions\"><\/span><strong>Dynamics 365 to Google Ads (Customer Match &amp; Offline Conversions)<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p><strong>Customer Match:<\/strong> Google\u2019s Customer Match enables you to upload customer data from Dynamics 365 to Google Ads. Google then uses this data to match your leads with existing users across Google\u2019s ecosystem, including Search, YouTube, and Gmail.<\/p>\n\n\n\n<p><strong>Offline Conversion Tracking<\/strong>: Like Meta\u2019s Offline Conversions, Google allows you to track offline sales from your Dynamics 365 CRM, connecting those sales to your ad campaigns for more accurate attribution. Setting Up Native Integrations:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Install the Meta or Google Ads integration from the AppSource in Dynamics 365.<br><\/li>\n\n\n\n<li>Connect your Dynamics 365 account with Meta Business Manager or Google Ads.<br><\/li>\n\n\n\n<li>Map your lead fields to ensure data syncs properly.<br><\/li>\n\n\n\n<li>Enable event tracking for offline conversions and customer interactions.<br><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Manual_Uploads\"><\/span><strong>Manual Uploads&nbsp;<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>If you don\u2019t need real-time syncing or work with small datasets, manual uploads are an option. How It Works:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Export your lead data from Dynamics 365 as a CSV file.<br><\/li>\n\n\n\n<li>Format the data to match Meta\u2019s Custom Audience or Google\u2019s Customer Match template.<br><\/li>\n\n\n\n<li>Upload the file to Meta Ads Manager or Google Ads to create a custom audience.<br><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Integrate_Your_CRM_Data_with_EasyInsights\"><\/span>Integrate Your CRM Data with EasyInsights<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"has-text-color has-background has-link-color wp-elements-a5a3dd73f8b58a9609d4040d6941bfb3\" style=\"color:#2c01ca;background-color:#e2dff4\">For seamless integration, third-party platforms like <a href=\"https:\/\/easyinsights.ai\/\"><strong>EasyInsights<\/strong><\/a> can connect your Dynamics 365 CRM with Meta and Google Ads. With EasyInsights, syncing your CRM data becomes effortless offering real-time audience syncing, automated conversion tracking, and a fully code-free setup. Your lead lists stay updated automatically, allowing you to focus on high-intent prospects, build smarter lookalike audiences, and track both online and offline conversions. This ensures every interaction is properly attributed and optimized for better ad performance-all through a fully automated workflow.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><strong>Conclusion<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Integrating your Dynamics 365 lead data with Meta and Google Ads is a game-changer for your marketing efforts. It ensures better targeting, personalization, and higher conversions by leveraging the rich data you already have. Instead of wasting ad spend on cold leads, you can focus on re-engaging warm prospects and ensuring that your ad campaigns are as efficient as possible.<\/p>\n\n\n\n<p>For a more automated approach, EasyInsights provides a comprehensive solution to sync CRM data with Meta and Google Ads, ensuring smarter, more efficient advertising. Ready to start driving more conversions.<\/p>\n\n\n\n<p><strong>Sign up for a <a href=\"https:\/\/easyinsights.ai\/book-demo\">Demo<\/a> of EasyInsights today and see how it works!<\/strong><br><br><strong>Additional Read<\/strong> &#8211;<a href=\"https:\/\/easyinsights.ai\/blog\/how-to-send-freshsales-lead-data-to-meta-and-google-ads\/\"> <strong><strong>How to send Freshsales lead data to Meta and Google ads<\/strong><\/strong><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Imagine you own an online beauty brand selling skincare and cosmetics through your website. You have a growing&hellip;<\/p>\n","protected":false},"author":15,"featured_media":9885,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[122,319],"tags":[321,177,109],"class_list":["post-9884","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ad-platform","category-crm","tag-crm-data","tag-google-ads","tag-meta"],"aioseo_notices":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Send Dynamics 365 Lead Data to Meta and Google Ads<\/title>\n<meta name=\"description\" content=\"Learn how to Send Dynamics 365 lead data to Meta and Google Ads to improve targeting and boost campaign performance.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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