Act-On now supports connecting to MS Dynamics 365 using Oauth. To set this up, your Microsoft Administrator will need to register Act-On as an App in Active Directory, disable MFA, create an integration user in Dynamics, and then connect to Act-On. Follow this guide for full instructions.
- System Administrator access in Azure Active Directory and Dynamics 365
- Act-On Marketing or Admin user credentials
- If you have not already done so, please submit a ticket with MS Dynamics to extend your use of Regional Discovery Services. For more information, read our update here.
- Ability do disable MFA for the connected user.
Muti-Factor Authentication is not supported.
To connect to Act-On, you will need to disable MFA for the connected user. If you need to bypass MFA, connect using Basic Auth and an App Password. Instructions: How to Connect to Microsoft Dynamics with Basic Auth (All versions)
Here, we walk through how to set up Oauth for MS Dynamics 365 Cloud. For step-by-step instructions, see Instructions below.
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If you have a new account and this is your first time connecting to Act-On, follow all of the steps below.
If you are migrating your connection from Basic Auth to Oauth, use the same username and password that you are currently using to connect Act-On to Dynamics. Follow steps 1, 4, and 5, (skip steps 2 and 3).
Step 1: Register an App for Act-On
- In Azure Active Directory, navigate to App registrations and click New registration:
- Enter a Name for the application, such as “Act-On Integration”
- Under Supported account types, select Accounts in this organizational directory only, then click Register. (If you have a multitenant environment, we recommend registering a separate App for each account.)
- You will be taken to the newly created app registration. Next, navigate to API permissions and click Add a permission
- On the Request API permissions page, select Dynamics CRM
- Select the user_impersonation permission and click Add permissions
- Click on Grant admin consent
- Click Yes to confirm A green checkmark will appear to indicate that admin consent has been granted.
- Navigate back to the App registration, and then click on Manifest
- Edit the text of these three properties so that they are
true. (They may default to
- Once these are all set to
true, click Save.
- Navigate back to the app registration and copy the Application (client) ID, to be used in Steps 3 and 4 below
Step 2: Set up a System Administrator for MS Dynamics
- In the Microsoft 365 Admin Center, create or identify an existing user to log in to Dynamics as a System Administrator. If you are creating a user or adding privileges:
- Click on the User name and click Manage roles
- Scroll down and click Show all by category to expand.
- Add Dynamics 365 Administrator and click Save changes
Step 3: Disable Multi-factor Authentication
If MFA is required for your Microsoft account, connect to Act-On using Basic Auth and an App Password to bypass MFA. See our instructions here: How to Connect to Microsoft Dynamics with Basic Auth (All versions).
- From Microsoft 365 Admin Center, go to the Active Users page
- Click on Multi-factor authentication
- Verify that the Dynamics 365 Administrator has multi-factor auth status disabled, and if not disable it for the user
Step 4: Create an Application User
Microsoft is in the process if migrating application user management from a legacy web client to Power Platform. Follow the instructions below that apply for your account.
Create an Application User that has the Act-On Integration app assigned.
See Microsoft's instructions here: Create an Application User
Dynamics 365 (legacy web client)
- In Dynamics 365, go to Security > Users, then use the drop-down to select Application Users
- Click New to create a new user
- Enter your Application ID from the Act-On Integration app that you registered in Azure Active Directory
- Click Save. The user's information will auto-fill with the app details.
Step 5: Connect to Act-On
- In Act-On, navigate to Settings > Connectors > CRM > MS Dynamics
- Click Disconnect (this will discontinue your current credentials from use)
- Click Connect
- Choose OAuth
- Enter your credentials:
- Login: MS Dynamics Administrator username
- URL: for your MS Dynamics account
- App Client ID: Click here for instructions
- Select from the available sync options. See MS Dynamics Connector Options for more information on each of these choices.
- Click Login
Once you are logged in and successfully connected, the page will reflect that the MS Dynamics connector is active.