Providing Microsoft Dynamics Sales Users Access to Act-On
Follow the steps below to provide sales users access to Act-On:
- Click on Settings, and choose Users.
- Click Sales Users, and Add User.
- Enter the email address, first name, and last name.
- Click Add.
Act-On will send a verification email to the sales user, and they'll be asked to click on the verification link. They will also receive information about logging in to the sales user profile in Act-On.