What's Changing
Act-On Contacts users who sync with the Microsoft Dynamics CRM can now sync Dynamics static & dynamic marketing lists as a segment of All Contacts.
To sync a Dynamics list, choose Add segment from CRM from the menu at the top of the All Contacts screen:
From the next screen, select the Dynamics static or dynamic contact or lead list(s) you wish to sync:
You can choose to create a new direct select segment to identify the contacts that belong to this list or add them to an existing parent-level direct select segment.
Check the Keep this segment in sync with CRM box if you wish to continuously update this segment as the list changes (for dynamic lists). If you don't check this box, you can sync on demand from the segment's info hover box.
When
This feature was released on July 29, 2024, and is available to all Dynamics CRM users who have Act-On Contacts. Interested in transitioning to Act-On Contacts? Sign up here.
Customer Impact
This feature allows Act-On Contacts users to easily sync marketing lists they have created in Dynamics. It does not impact any existing Act-On Marketing list syncs.