The standard Microsoft Dynamics CRM integration with Acoustic Campaign only synchronizes contact and lead records. If additional record types or entities need to be added to Acoustic Campaign, they will be referred to as Relational Tables.
To help build an Acoustic Campaign relational table that is similar to an MS Dynamics CRM entity, such as opportunities, orders, and cases; it's best to build a view for the entity, outlining what fields you would like to put into the Acoustic Campaign, within MS Dynamics CRM export a sample of the data in excel CSV format to import into Acoustic Campaign.
Building the View
In MS Dynamics CRM, you can create an advanced find or personal view for an entity you want to add to the Campaign. The entity will become the relational table. In the example below, we are building a view for the "Cases" entity. Select an existing view as a starting point.
Select Edit Columns to customize the view. Make sure you add all the columns you would like to include. These will serve as the fields for the Relational Table.
For instance, if you are adding Opportunities for accounts as a relational table, make sure the Contact or Lead Database in Acoustic Campaign has an account, company, or customer name field and the Opportunities relational Table has a similar account, customer, or account name field that can be associated with each other in Acoustic Campaign.
Export the data from CRM to help create a CSV file to import into the Campaign. Selecting Make this data available for re-importing by including required column heading ensures the CRM database field names and GUIDs are exported.