Coming Soon: Act-On Contacts for Microsoft Dynamics (Beta)

  • Updated

Act-On Contacts for Microsoft Dynamics will be in beta starting the week of April 29, 2024.

What's Changing

All Contacts Dark Mode Dynamics.jpg

Act-On 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, Act-On Contacts is compatible with integrated Dynamics CRM. Sync your leads and contacts with Dynamics automatically and take advantage of the benefits of Act-On Contacts. 


Beta testing with Dynamics will begin the week of April 29, 2024. If you are interested in participating in the beta please register for the upgrade here.

Customer Impact

Act-On Contacts can be used in conjunction with Marketing List 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.

Was this article helpful?

Have more questions? Submit a request