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Integrations · Dynamics 365

Integrate Dynamics 365 into OpenAI Ads custom audiences

Dynamics 365 holds your pipeline: which deals are open, what stage they sit at, and which accounts already closed. Connect it to Bluegrass and that pipeline becomes audiences you can target or hold out on OpenAI Ads, each with its own bid.

Your data is only used to build your audiences · never sold

The basics

What you can do with Dynamics 365 on OpenAI Ads

Mid-market and enterprise B2B teams run their pipeline in Dynamics 365, so it knows the contacts behind every open opportunity and every account you have already won. Bluegrass reads that CRM state, not your private notes or financials, and builds the contact emails into custom audiences on OpenAI Ads. Bluegrass only uses your data to build and update your audiences, nothing else, and you can disconnect any time.

Once Dynamics is connected you can build audiences around where a deal sits. Contacts on open opportunities, leads that have not converted, the buying committee at a target account, and customers who already signed all become separate lists. You decide which ones get a higher bid for account-based reach and which ones you hold out, so you stop paying to advertise to people who already bought.

Audiences

Custom audiences you can build from Dynamics 365

Each one can be a target audience with its own bid, or a suppression list you hold out from prospecting.

Open opportunity contacts
Contacts on deals still in the pipeline
Target
Late-stage deals
Opportunities in proposal or negotiation
Target
Target account committee
All contacts at your named ABM accounts
Target
Unworked leads
Leads created but not yet qualified
Target
Won customers
Accounts marked closed won
Exclude
Two moves

Target the right people, exclude the rest

Bid more for the open pipeline

Put more budget behind contacts on live opportunities and the committees at your target accounts. These people are already in a buying motion, so air cover on OpenAI Ads keeps you in front of them between sales touches.

Hold out closed-won accounts

Suppress contacts at accounts you have already won. Spending acquisition budget to reach signed customers wastes money, so that spend moves to deals still in play.

Where it pays

Common ways advertisers use Dynamics 365

Surround your ABM list

Build an audience from every contact at your named target accounts and raise your bid so the whole buying committee sees you while sales works the deal.

Push late-stage deals

Reach contacts on opportunities sitting in proposal or negotiation with a bid increase, so your brand stays visible during the weeks a decision gets made.

Warm up cold leads

Target leads that came in but never got qualified, so reps follow up with a contact who has already seen your ads rather than starting from zero.

How it works

Connect Dynamics 365 in three steps

Step 01

Connect Dynamics 365

Authorize Bluegrass with read-only access to your Dynamics leads, contacts, and opportunities. Bluegrass reads no notes, attachments, or financial records, and stores none.

Step 02

Pick the segment

Choose a pipeline state, like contacts on open opportunities or accounts marked closed won. Bluegrass pulls the matching emails and uses them only to build that one audience.

Step 03

Set a bid and launch

Mark the audience as a target or a suppression, give it a bid adjustment, and layer day parting on top before it goes live.

Your data

Your data stays yours

Bluegrass only uses your customer data to build and update your audiences on OpenAI Ads. We never sell it or use it for anything else, and you can disconnect any time.

  • Bluegrass reads leads, contacts, and opportunity stages. It never reads your private notes, attachments, or deal financials.
  • Bluegrass uses your emails and phone numbers only to match contacts to OpenAI Ads and build your audiences. It is never sold or used for anything else, and you can remove it any time.
  • Audiences refresh as deals move, so a contact at an account that closes won drops into your suppression list on its own.
FAQ

Dynamics 365 and OpenAI Ads, answered

What Dynamics 365 data does Bluegrass use?

Lead, contact, and opportunity records: who sits on an open deal, what stage it is at, which leads are unqualified, and which accounts closed won. Bluegrass never reads your private notes, attachments, or deal financials.

Can I suppress accounts I have already won?

Yes. Mark contacts at closed-won accounts as a suppression list and they are held out of your custom audiences, so you stop paying to reach customers who already signed.

Why might my match rate run lower than a B2C list?

The work email stored in Dynamics is often not the personal email someone uses to log into ChatGPT, so business contact lists tend to match at a lower rate. Where you can, collect and match a personal email alongside the work one to recover more contacts.

Is my customer data safe?

Yes. Bluegrass only uses your data to build and update your audiences. It is never sold, shared, or used for anything else. You stay in control, and you can disconnect or remove your data any time.

Turn Dynamics 365 into OpenAI Ads custom audiences

Connect your account, build target and suppression audiences, and set a bid for each one.