All Contacts for Microsoft Dynamics is now available.
What's Changing
All Contacts is an improved way of managing contact data within Act-On. Instead of multiple lists with duplicated contacts, you now have a single All Contacts list. Some of the advantages include:
- Segment leads & contacts combined, rather than on separate lists
- Consistent data schema for all contacts
- Single copy of a contact - no more duplicates and data discrepancies
- Improve UI for managing contacts and segments, including tags, folders, subfolders, and drag & drop organization
- Better reporting on the total # of unique contacts and contact growth over time
- Manage adding/updating contacts via webhooks for easy integration into other systems
- AI Audience insights provide segmentation suggestions
Now, All Contacts is compatible with integrated MS Dynamics CRM. Sync your leads and contacts with Dynamics automatically and take advantage of the benefits of All Contacts.
When
This feature was released on June 27, 2024. If you are interested in activating All Contacts on your account, please sign up here. There is no additional charge.
Note: On-premise use of Dynamics is not yet supported but will be coming soon.
Customer Impact
All Contacts can be used in conjunction with Marketing Lists for an easy transition. Upgrade tools are available to help you copy-over segmentation, point forms submissions to All Contacts, and upgrade automated programs to use All Contacts segments instead.