Instructions

1. First, follow the steps here to identify the version of Act-On that you have currently installed in your Dynamics account.
2. Use this form to Contact Support. We will provide you with the correct file(s) to uninstall and/or install the latest version.
3. Follow the instructions in this article to uninstall the current version of your Act-On package.
4. Once you have uninstalled successfully, you can proceed to installation.

Uninstall the Act-On CRM Portal for MS Dynamics (all versions)

This is the legacy version of our MS Dynamics solution and is an unmanaged solution in Dynamics. 

You must use the MS Dynamics Sales Seat Installer tool to uninstall the old solution. Technical Support can provide you with this file.

Do not attempt to remove the solution directly from Dynamics, as this can cause significant issues that prevent use of our new managed solution.

Prerequisites

• MS Dynamics System Administrator privileges
• Microsoft Windows operating system
• Act-On MS Dynamics Tool (.zip) - Request the Download here

Instructions

1. Extract and open our MS Dynamics Tool (Support will provide this to you)
2. Next to Manage Connections, click on Dynamics
3. Select your MS Dynamics Version
4. Enter the URL for your instance
5. Enter the Username and Password for your Dynamics account System Administrator
6. Click Connect
7. Next to Manage Package, click Uninstall

Once the package has been removed, you may proceed to install the new package for MS Dynamics.

Uninstall or Upgrade Act-On Marketing Platform for MS Dynamics and Ribbon Patch (all versions)

Uninstall (365)

To uninstall Act-On Marketing Platform for MS Dynamics and/or Act-On Marketing 365 Ribbon Patch ( in your MS Dynamics account, a System Administrator must follow these steps:

1. Log in to your MS Dynamics account
2. Navigate to Settings > Solutions and select Act-On Marketing 365 Ribbon Patch
3. Click Delete
4. In the pop-up window, follow the prompts to uninstall. This may take a while.

Repeat this process for Act-On Marketing Platform for MS Dynamics.

Uninstall (2016, 2015, and 2013)

To uninstall Act-On Marketing Platform for MS Dynamics, a System Administrator must follow these steps:

1. Log in to your MS Dynamics account
2. Navigate to Settings > Solutions and select Act-On Marketing 365 Ribbon Patch
3. Click Delete
4. In the pop-up window, follow the prompts to uninstall. This may take a while.

Repeat this process for Act-On Marketing Platform for MS Dynamics.

Upgrade (all versions)

To upgrade to the latest version, we advise to uninstall the solution with the above instructions. Then, proceed to install using our guide here: How to Install Act-On for Microsoft Dynamics and Register Users