Syncing Opt-Outs with your MS Dynamics account

  • Updated

Keeping opt-outs in sync between Act-On and MS Dynamics means a contact who unsubscribes in one system is automatically respected in the other - no manual list-checking, no risk of emailing someone who's already opted out. This article covers your sync options, the fields involved, and how to turn the sync on.

Why this matters: Emailing someone who has already opted out is a compliance risk and a fast way to damage trust. Syncing opt-outs automatically between Act-On and MS Dynamics keeps both systems honest and removes the chance of a manual slip.

Quick Reference (Advanced Users)

  • Set sync options at Settings > Data Management > Sync Schedule.
  • Pull Opt Out from MS Dynamics only processes opt-outs, not opt-ins - re-subscribes must be done manually in Act-On.
  • Push Opt In/Out to MS Dynamics updates the Do not allow Emails and Do not allow Bulk Emails fields.
  • Click Sync Now to run an on-demand sync instead of waiting for the schedule.

Sync Options

Pull Opt Out from MS Dynamics

Pull in any Contact or Lead records from MS Dynamics where the default Do not allow Emails and/or Do not allow Bulk Emails field is checked and add their email to the Act-On Opt-Out list.

This sync does NOT process Opt-Ins. For example, if a contact/lead is in the Act-On Opt-Out list and the Do not allow Emails field in MS Dynamics is unchecked by a user, the record will not be removed from the Act-On Opt-Out list - this must be processed within Act-On manually.

See our instructions for re-subscribing a single contact.

Push Opt In/Out to MS Dynamics

Push the Act-On Opt-Out list to your MS Dynamics account and update the default fields Do not allow Emails and Do not allow Bulk Emails:

  • to checked if they are on the Act-On Opt-Out list
  • to unchecked if they were previously opted out but have opted back in within Act-On

Fields

All opt-out syncs with MS Dynamics will sync with both of the following fields:

Field Name API Name

Do not allow Emails

DoNotEmail

Do not allow Bulk Emails

 DoNotBulkEmail

Setup Instructions

  1. Go to Settings > Data Management and select the Sync Schedule tab
  2. At the bottom of this page, select the pull/push options for opt outs:
    • Pull Opt Out from MS Dynamics
    • Push Opt In/Out to MS Dynamics
  3. If desired, set the Synchronization Schedule for a recurring sync.
  4. Click Save at the top of the page. The Opt-In/Out sync will run on the next scheduled time.

You can also click Sync Now to immediately initiate a CRM sync, which will push/pull your Opt-Outs as configured.

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