If you already have an Microsoft Dynamics CRM connector set up for your account, updating to the latest package can improve performance and resolve certain issues. The package works with Dynamics 365, Office 365 CRM, Dynamics On-premise, and Dynamics CRM 2011 (cloud). The package is not currently compatible with versions using the Unified Interface UI.
Note: This package adds Act-On buttons and information to Dynamics. It does not affect basic sync capabilities.
Here's how to update your connector:
- Download and open Act-On's MS Dynamics Package Installer
(available on this page)
- Use this tool to uninstall your existing Dynamics connector
- Use this tool to install the latest package
Watch the video below to see detailed steps.