Syncing Assets with Microsoft Dynamics

Form Sign-ups

To set forms to automatically send data to Microsoft Dynamics:

1. From the Start page, Click on Content, and click Forms.
2. Create a new form or edit an existing form.
3. Click CRM Settings on the Properties
   
4. In the Sign-ups to Microsoft Dynamics section, enable the option to Push Sign-ups.
   • Optionally, set the feature to overwrite existing sign-up data in Microsoft Dynamics. You can also use the corresponding form submission list to identify specific fields that Act-On can overwrite.
   • Enable the feature to add an activity note to the submitter's record in Microsoft Dynamics
   • Forms will use email addresses to update instead of the Microsoft Dynamics ID. If there is a duplicate email address in contacts or leads, the update will be ignored. If you have imported a Microsoft Dynamics marketing list as your sign-up list, new records will go to whichever entity the list draws from.
5. Click OK.

Classic Form Sign-ups

To set forms to automatically send data to Microsoft Dynamics:

1. From the Start page, Click on Content, and click Forms.
2. Create a new form or edit an existing form.
3. Click 2. Settings at the top of the page or Next.
4. In the Sign-ups to Microsoft Dynamics section, enable the option to Push Sign-ups.
   • Optionally, set the feature to overwrite existing sign-up data in Microsoft Dynamics. You can also use the corresponding form submission list to identify specific fields that Act-On can overwrite.
   • Enable the feature to add an activity note to the submitter's record in Microsoft Dynamics
   • Forms will use email addresses to update instead of the Microsoft Dynamics ID. If there is a duplicate email address in contacts or leads, the update will be ignored. If you have imported a Microsoft Dynamics marketing list as your sign-up list, new records will go to whichever entity the list draws from.
5. Click Next.
6. Click Save.

Email messages sent from Act-On to a Microsoft Dynamics list can add a note (completed task activity) in the Notes & Activities section of a Microsoft Dynamics contact or lead record, so that Microsoft Dynamics users have insight into Act-On e-mails sent to the contact or lead record.

Email Campaign Tasks

To ensure that your email campaigns are created as completed task activities in Microsoft Dynamics, follow these steps:

1. Compose, address, and review your email message.
2. In Address step of the email composer, enable the option to Attach 'Sent' Note to CRM Leads/Contacts.
   
   
   
   

Please note this option will only work with Microsoft Dynamics source lists.