Prerequisites

• An active connection with MS Dynamics
• The Act-On Package installed and configured
  • This will create the field Act-On Behavior Score for your MS Dynamics Leads and Contacts
• The Act-On Behavior Score field must be present as a list column in Act-On
• A Lead Scoring System

Instructions

Set up a List Maintenance Program to update the Behavior Score

First, set up a List Maintenance Program that updates the Act-On Behavior Score for your Leads and Contacts. This will update the field value for all Leads/Contacts on the list. Instructions are provided here: Set up a List Maintenance Program

Note: Update the field Act-On Behavior Score

Set this program to run on a schedule so that it runs just prior to your list sync to MS Dynamics to ensure up-to-date scores.

Push the Act-On Behavior Score from your Act-On List(s) to MS Dynamics

Next, ensure the Act-On Behavior Score field is pushing to MS Dynamics and your list is synching on schedule.

1. Go to Contacts > Marketing Lists and locate your MS Dynamics All Leads List
2. Click the drop-down arrow on the right, then choose Import/Export > MS Dynamics Sync Setup
3. Check the box to Push to MS Dynamics
4. Check the box to Update existing records
5. Click Save
6. Click Select Push-Update Fields
7. Check the field Act-On Behavior Score
8. Click Save
9. Review the Scheduling:
   • Click on Schedule 
   • Choose the frequency that you want the list sync to run
     • We recommend that the List Sync runs just after the List Maintenance program (see above) so that the Act-On Behavior Score is up-to-date.
10. Repeat steps 2-9 for your MS Dynamics All Contacts list

The Act-On Behavior Score field will now be updated upon each list sync between Act-On and MS Dynamics.