Elevating every digital touchpoint

Bridge the gap between sophisticated content management and enterprise-grade cloud infrastructure. By unifying Optimizely’s industry-leading DXP with the Microsoft ecosystem, we empower teams to deliver high-performance, personalized experiences at the speed of modern business. 

Seamlessly Connected. Data-driven. Enterprise-ready.

The partnership between Optimizely and Microsoft is built on a foundation of performance and agility. Our Digital Experience Platform (DXP) is natively architected on Microsoft Azure, utilizing ASP.NET Core to provide a 1200% performance boost for high-traffic environments.

Through deep-tier integrations with Dynamics 365, Microsoft 365, and Microsoft Entra ID, we eliminate the silos between your marketing workflows and your customer data. This ensures that every interaction—from a customer submitting a lead form on your site to a sales representative following up in CRM—is part of a single, unified journey. 

The Result: A reduced time-to-market, enhanced security through centralized identity management, and the ability to turn behavioral insights from tools like Microsoft Clarity into immediate, revenue-driving experiments.

For Marketers

Our newest version of CMS represents:

  • Faster page rendering times
  • A framework for Optimizely to build our CMS admin application on into the future for faster and more efficient authoring of content
  • The framework for all our future development so that you can get our latest and greatest features

For Developers

Our newest version of CMS represents:

  • A brand new code foundation built on the most up-to-date standards in development
  • Performance improvement across the board, up to 1200% in certain parts, by just upgrading
  • Cross platform compatibility, meaning it can now run on Windows, Linux, and MacOS
  • Faster build and start up time
  • Improved headless support

Flexible mapping

Connect Optimizely form fields to a Microsoft Dynamics CRM database

Seamless integration

Submit forms which send data directly to Microsoft Dynamics CRM Leads, Contacts or Accounts.

Personalize the message

Personalize forms to show only to a selected group of people.

Build business rules with the scoring model and program information to deliver targeted content to visitor groups.

Multi-channel

Send large information volumes securely via print, email and SMS.

Add contacts and leads to a campaign, and use contact data for automatic personalized mailings in Optimizely Campaign.

Whatever the message

You can copy CRM marketing lists into Optimizely Campaign recipient lists, and automatically include new CRM contacts in a Marketing Automation campaign to for example send welcome and birthday mailings.

Sophisticated reporting

Start campaign mailings in Microsoft Dynamics, and receive reports with sent and returned response data (opens, clicks, direct replies, outbounces and unsubscribes).

Optimizely CMP for Teams

Hybrid work is here to stay. However, keeping a distributed workforce aligned and up to date can be a challenge that requires workers to constantly switch between applications and search for the latest information. With CMP for Teams, you can equip your team with the right tools for effective collaboration.

Keep organized and never miss an update

  • Notify users in Teams when they are mentioned or need to take action on assigned work.
  • Alert users when work is sent back to them for review or action.

Gain insight and planning into daily workloads

  • Notify users at the point they’re assigned work, so they can plan their workload ahead.
  • Provide key details of the work required such as name, owner and priority
  • Provide due dates of when actions are required to be completed

Access brand assets fast

Share DAM assets or folders to Teams or users from CMP to their personal Teams channel for quick access now and in the future

File automation

Compare files from a SharePoint view on the SharePoint server with files in the database and, if a difference exists, copies the SharePoint files to the database.

Automatic imports

Set Connect for SharePoint to automatically import updated SharePoint documents and files into Optimizely and set the interval between checks of the SharePoint repository for changes.

Choose intervals

You can set Connect for SharePoint to automatically import updated SharePoint documents and files into Optimizely and set the interval between checks of the SharePoint repository for changes.

Controlled access

Control in Azure Active Directory who has access to Optimizely's DXP.

Automatic sign-in

Enable your users to be automatically signed-in to Optimizely with their Azure AD accounts.

Azure portal

Manage your accounts in one central location - the Azure portal.

Global ISV

Optimizely is a part of an elite group of Microsoft Global ISVs managed within the One Commercial Partner team, working closely with Microsoft sales, marketing and engineering teams. Our close partnership with the Microsoft product teams enables innovation and extension of our solution.

Platform-as-a-service

Optimizely's Digital Experience Platform is offered in a platform-as-a-service (PaaS) model in order to take full advantage of Microsoft Azure resulting in ease of use, reduced complexity and cost effective technology consumption. Optimizely uses Microsoft Azure services to gather customer data and apply AI to personalizing each interaction - something that has never been as important as it is now.

Connectivity

Connectivity to Microsoft Dynamics 365, Dynamics CRM and Legacy Dynamics ERP systems, as well as other leading marketing automation systems critical for multi-channel experiences. Optimizely's integrations allows customers to quickly launch a unified experience-driven commerce platform to engage with customers across their entire journey - with rapid productivity and faster time-to-value.

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Why it works

A powerful combination built for modern teams

Foundation of performance

Built on Azure PaaS and .NET Core, our infrastructure ensures your digital presence is scalable, secure, and lightning-fast, regardless of global traffic demands.

Unified customer intelligence

Synchronize Optimizely Campaign with Dynamics 365 to transform raw customer data into personalized, multichannel journeys that drive loyalty and conversion.

Operational velocity

Streamline internal collaboration by connecting your Content Marketing Platform (CMP) with Teams and SharePoint, enabling your team to manage the entire content lifecycle without leaving their primary workspace.

Microsoft

Microsoft applauds Optimizely for its innovative and comprehensive adoption of Microsoft Azure, which has allowed them to bring a powerful new approach to the delivery of digital customer experiences.

Scott Guthrie, Executive Vice President, Microsoft Cloud and Enterprise Group

Microsoft

Built-in connections across the Microsoft ecosystem

Next-generation AI and behavioral insights

Take your digital strategy beyond standard analytics. Leverage Optimizely Opal, our native AI assistant, to map organizational structures via Azure Active Directory and automate scheduling through Microsoft Calendars. Combine this with the visual behavioral data of Microsoft Clarity to see exactly where users struggle, then use Optimizely’s experimentation engine to fix it in real-time.

Questions?