Syncing Assets with Microsoft Dynamics
To set forms to automatically send data to Microsoft Dynamics:
- From the Start page, Click on Content, and click Forms.
- Create a new form or edit an existing form.
- Click 2. Settings at the top of the page or Next.
- 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.
- Click Next.
- 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:
- Compose, address, and review your email message.
- In Address step of the email composer, enable the option to Attach 'Sent' Note to CRM Leads/Contacts.