Prerequisites

• Your Sales user(s) added to your Act-On account
• MS Dynamics System Administrator privileges
• Act-On subdomain
  • The server which hosts your account (eg cixx.actonsoftware.com)
• Microsoft Windows operating system
• Act-On package tool for MS Dynamics
  • Download here (.zip)
• Legacy Act-On package already installed in MS Dynamics
  • ActOnCRMPortal version 9.x or earlier
    
    

Instructions

Connect to MS Dynamics

1. Download and unzip ActOn-MSDynamicsTool.zip
2. Open the folder and run MSDynamicsTool.exe
3. Next to Manage Connection, click the Dynamics button.
4. Select the applicable Version from the drop-down.
5. Enter the URL with the port number specific to your configuration
6. Enter the Username for your System Administrator
   • For On-Premise instances, use the [Domain]\[Username] format
   • For hosted instances (e.g. 365), enter the user email address.
7.  Enter the Password.
8. Click Connect.
   
   

Confirm the Legacy Package is installed

Once connected, there will be a system log available to view where you can see the status of your Act-On package installation. It must be pre-installed to proceed.

If it is not installed, see our guide here for more information on installing our newest version of Act-On for MS Dynamics.

Register your Sales user(s)

1. Enter your Act-On Subdomain.
2. Locate the user(s) you wish to register and check the box to the left of their name. (Users that are already registered will show on the right.)
   • The Act-On subdomain should auto-populate.
   • Enter the user's email address as registered in Act-On.
3. Right-click and choose Register. You will see a pop-up confirmation.
4. Confirm by clicking OK.
5. The user(s) will now show on the right side as registered.
6. Close the tool and have the user(s) confirm access.

• ActOn-MSDynamicsTool.zip3 MB