Syncing Assets with Microsoft Dynamics

In addition to your Marketing Lists, you can also synchronize your Act-On Forms to automatically push sign-ups into Microsoft Dynamics. You'll also be able to see Act-On emails as activity notes for your leads and contacts.

Form Sign-ups

To set Forms to automatically send data to Microsoft Dynamics:

1. Go to Content > Forms.
2. Create a new Form or edit an existing Form.
3. In the Properties tab, click CRM Settings.
   
4. In the Sign-ups to Microsoft Dynamics section on the left, select the check box to Push Sign-up Data.
   • 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. At the bottom right, 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 completed email 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 Activities

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

1. Compose, address, and review your email message.
2. In the Send Details tab of the email composer, enable the option to Create Sent Email in MS Dynamics: