Integration Inventory
- Native integrations: Microsoft Clarity, LinkedIn Campaign Manager, Microsoft Merchant Center
- CRM connectors: Dynamics 365, Salesforce via offline conversion imports
- Data warehouse: Microsoft Advertising API, Azure Synapse integration
- Analytics platforms: Google Analytics 4 (via UTM parameters), Adobe Analytics
- Plan requirements: Enhanced conversions require advertiser verification
Implementation Playbooks
UET Tag Integration
- Deploy Universal Event Tracking (UET) tag via GTM or direct embed
- Create conversion goals in Microsoft Advertising interface
- Enable auto-tagging for URL parameter tracking
- Configure event tracking for custom actions
Microsoft Clarity Integration
Microsoft Clarity provides session recording and heatmaps for UET-tagged sites:
- Sign in to Microsoft Clarity
- Navigate to Settings > Setup > Install tracking code
- Connect to Microsoft Advertising account
- Link Clarity project to your UET tag
- Enable automatic data sharing between platforms
Benefits:
- Session recordings filtered by ad campaign source
- Heatmaps for landing pages with ad traffic
- Conversion funnel analysis with behavioral data
- No additional code implementation required
LinkedIn Campaign Manager Integration
Link Microsoft Advertising with LinkedIn for B2B audience targeting:
- Navigate to Tools > LinkedIn Profile Targeting in Microsoft Advertising
- Click Connect to LinkedIn
- Authorize account access
- Create LinkedIn Profile Targeting campaigns
- Define audience by job title, company, industry, or seniority
Capabilities:
- Target ads by LinkedIn profile attributes
- Access LinkedIn Audience Network via Microsoft Advertising
- Unified reporting across both platforms
- Combined audience insights
Microsoft Merchant Center Integration
For Shopping campaigns and product ads:
- Create Microsoft Merchant Center account
- Upload product feed (XML, CSV, or API)
- Link Merchant Center to Microsoft Advertising account
- Create Shopping campaigns
- Configure product groups and bids
Feed Requirements:
- Product ID, title, description, link, image link
- Price, availability, brand, GTIN/MPN
- Google Shopping feed compatible
CRM Integration
Dynamics 365 Integration
Native integration for Microsoft's CRM platform:
- Sign in to Dynamics 365
- Navigate to Marketing > Marketing settings
- Select Microsoft Advertising under Marketing integrations
- Authenticate your Microsoft Advertising account
- Configure lead sync and conversion tracking
Features:
- Automatic lead import from Microsoft Advertising
- Closed-loop conversion tracking
- CRM-based audience creation for remarketing
- Attribution reporting with revenue data
Offline Conversion Import
For non-Dynamics 365 CRM systems:
- Capture MSCLKID parameter from ad clicks
- Store MSCLKID with lead/transaction data in CRM
- Export conversion data with MSCLKID, conversion time, and value
- Upload via Tools > Conversions > Offline conversion goals
- Map columns: MSCLKID, Conversion Name, Conversion Time, Conversion Value
File Format:
Microsoft Click ID,Conversion Name,Conversion Time,Conversion Value,Conversion Currency
abc123xyz,Purchase,2025-12-20 14:30:00,99.99,USD
def456uvw,Lead,2025-12-21 09:15:00,0,USD
Requirements:
- Conversions must be uploaded within 90 days of click
- MSCLKID must be exact match from original click
- Conversion time in UTC timezone recommended
Data Activation
Audience Targeting
Create remarketing audiences from various data sources:
- UET-based audiences: Website visitors, page viewers, event completers
- Customer Match: Upload email lists (hashed) for targeting
- CRM audiences: Import from Dynamics 365 or CSV
- LinkedIn Profile Targeting: B2B audience segments
- In-market audiences: Microsoft's intent-based segments
Customer Match Setup
- Navigate to Shared library > Audiences
- Click Create > Customer list
- Upload CSV with email addresses, phone numbers, or MAIDs
- Microsoft hashes and matches to user accounts
- Use audience for targeting or exclusion
Data Format:
Email,Phone,FirstName,LastName,ZipCode,Country
user@example.com,+12065551234,John,Doe,98101,US
Match Rates:
- Typical match rate: 30-50% for email lists
- Higher rates with phone numbers included
- Hashed before upload for privacy
Remarketing Lists for Search Ads (RLSA)
- Create UET-based audience (e.g., website visitors in last 30 days)
- Navigate to campaign Audiences tab
- Add remarketing audience with bid adjustment
- Set bid modifier (+20% to +900%)
- Choose targeting or observation mode
API Integration
Microsoft Advertising API
Programmatic access for automation and reporting:
- Use cases: Automated campaign management, custom reporting, bulk operations
- Authentication: OAuth 2.0
- Rate limits: Varies by operation type
- Documentation: Microsoft Advertising API docs
Common API Operations:
- Campaign and ad group management
- Keyword and bid automation
- Performance reporting
- Conversion goal configuration
- Audience management
API Access Setup
- Register application at Microsoft Advertising Developer Portal
- Obtain Client ID and Client Secret
- Implement OAuth authentication flow
- Request access token with appropriate scopes
- Make API requests with Bearer token
Required Scopes:
https://ads.microsoft.com/msads.manage- Full account accesshttps://ads.microsoft.com/msads.read- Read-only access
Third-Party Integrations
Google Tag Manager Deployment
Deploy UET tag via GTM for centralized tag management:
- Create new Custom HTML tag in GTM
- Paste UET tag code from Microsoft Advertising
- Set trigger for All Pages (for base tag)
- Create additional tags for conversion events
- Test in Preview mode and publish
Analytics Platform Integration
Connect Microsoft Advertising with analytics platforms:
Google Analytics 4:
- Enable auto-tagging in Microsoft Advertising (adds
msclkidparameter) - Configure UTM parameters for campaign attribution
- Import Google Analytics conversions to Microsoft Advertising (requires GA4 linking)
Adobe Analytics:
- Use UTM parameters for campaign tracking
- Configure processing rules to capture Microsoft Advertising traffic
- Create calculated metrics for Microsoft Advertising ROAS
Compliance & Security
- Data processing agreements available via Microsoft Advertising terms
- GDPR compliance features for European users
- User consent management for UET tag (works with consent management platforms)
- Regular access audits for linked accounts and API applications
- Secure API credentials with environment variables, never hardcode
Integration Checklist
- UET tag deployed and verified on all pages
- Microsoft Clarity linked for session insights
- Conversion goals configured and importing correctly
- Auto-tagging enabled for click tracking
- Offline conversions uploading from CRM (if applicable)
- Customer Match audiences created and matching
- LinkedIn Profile Targeting activated (if B2B)
- Microsoft Merchant Center linked (if ecommerce)
- API access configured (if using automation)
- Analytics platform integration verified
Backlog & Opportunities
- Explore enhanced conversions with hashed customer data
- Evaluate LinkedIn Profile Targeting for B2B campaigns
- Implement Dynamic Remarketing with product feed
- Test Performance Max campaigns (Microsoft's automated campaign type)
- Integrate with Microsoft Power BI for advanced reporting
- Set up automated rules for bid management and budget pacing