Our integration with Microsoft Dynamics provides critical functions that allow your sales team to use Act-On directly in their MS Dynamics account. With this package, your users will have access to the following Act-On features:

• Send Act-On Emails
• Hot Prospects Dashboard
• View the Act-On Activity History for contacts and leads
• View site activity from the Website Prospector

What's new?

With this version, we have made some significant changes to improve the installation process and user management.

Enhancements with this version:

• The solution is now a managed package
• Simplified installation completed within MS Dynamics
• A new Configuration page to manage your Act-On users in MS Dynamics
• A new security role: Act-On User.
• The package installation automatically adds Act-On Behavior Score custom fields for Leads and Contacts so you don't have to.

Prerequisites

Microsoft Dynamics:

• MS Dynamics 2013, 2015, 2016 or 365
  • System Administrator account credentials
  • Language Packs pre-installed

Act-On:

• An active connection to MS Dynamics, using an account with MS Dynamics System Administrator privileges
• Sales users added to the Act-On account
• E-mail addresses for all Act-On users you wish to register with Dynamics
• Your Act-On server URL, such as:

cixx.actonsoftware.com

Supported Language Packs

It is important that language packs are installed on the Dynamics instance before you install the Act-On solution. Our MS Dynamics solution supports the following languages:

• Danish
• Dutch
• German
• Spanish(3082)

Install the Package

Contact Act-On Support for assistance with upgrading or installing the Act-On Dynamics package. Our team will provide you with the correct package and will assist with installation.