Connecting to Dynamics will allow Act-On to:

• Synchronize the following:
  • MS Dynamics CRM objects via the CRM Administration 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
  • Reports (pull only)
• Use Automated Programs to update records with specific activity from Act-On.

Prerequisites

• 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. Log in to your account at Act-On.com
2. Navigate to Settings > Connectors > CRM > MS Dynamics
3. Click Connect
4. Enter your credentials:
   • Login: MS Dynamics Administrator username
   • Password
   • 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. This will impact what data is available in Act-On and how our data syncs with your MS Dynamics records. Select one:
   • Import Only active contacts and open leads
   • Filter out inactive marketing lists
   • Filter out records without email addresses
   • Update all duplicate records upon push sync
6. Choose the entity type for new records sent from Act-On to MS Dynamics. Select one:
   • Submit new records as leads / contacts by default. 
7. 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)?

Not at this time. Our engineers are actively investigating a solution. Until this is resolved, the Dynamics account must have MFA disabled to connect to Act-On.

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.

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.