Connecting to Dynamics will allow Act-On to:

• Synchronize the following:
  • MS Dynamics CRM objects via the Data Management panel
  • Hard Bounces
  • Opt-Outs
  • Act-On Behavior Score
• Create new Leads in MS Dynamics from Form Submissions
• Import and sync Marketing Lists, including:
  • All Leads
  • All Contacts
  • Dynamic and Static Marketing Lists
• Use Automated Programs to update records with Act-On behavior
• Create notes when Act-On Emails are sent to your Contacts and Leads

Prerequisites

365 (Cloud and On Prem):

You have two options to connect depending on your MFA policy:

• Disable MFA: If your account does not require MFA, you can disable MFA for a user and connect via Oauth. Click here for instructions to connect using Oauth.
• Bypass MFA: If you cannot disable MFA, connect via Basic Auth and create an App Password. Connect to Act-On via Basic Auth using the instructions in this article. You will need:
  • Username and App Password for your MS Dynamics Administrator account
  • URL for your MS Dynamics account

All other versions:

• Username and password for an Act-On Marketing or Admin user
• Username and password for your MS Dynamics Administrator account
• URL for your MS Dynamics account

Connect to Dynamics

1. Navigate to Settings > Connectors > CRM > MS Dynamics
2. Click Connect
3. Choose Basic Auth
4. Enter your credentials:
   • Login (MS Dynamics Administrator username)
   • Password (use an App Password if you are bypassing MFA)
   • URL (for your MS Dynamics account)
   • Account Type - choose the version of MS Dynamics you are using
     • Supported Versions: CRM Integration Basics
5. Select from the available sync options. See MS Dynamics Connector Options for more information on each of these choices.
   
6. Click Login.

Once you are logged in and successfully connected, the page will reflect that the MS Dynamics connector is active.

FAQs

Does Act-On support Multi-Factor Authentication (MFA)?

Microsoft's new Azure Active Directory MFA policy does not support applications such as Act-On to connect to their API using a login that has MFA turned on.

Depending on your version of Azure Active Directory, you may be able to bypass this restriction by choosing an App Password. This includes accounts with licenses for:

• Office 365 for Azure Active Directory
• Azure Active Directory Premium

More information: Configure Azure Multi-Factor Authentication settings: App passwords

How do I choose which MS Dynamics user to connect?

We highly recommend connecting with a user that has a System Administrator role to avoid permission errors in data synchronization. If you want to see the minimum permissions for a different role, see Required Connector Account Privileges for Microsoft Dynamics.

Can I connect my Dynamics account to more than one Act-On account?

Yes. Please see our related article for more information on this setup.