Connecting to Dynamics will allow Act-On to:

• Synchronize the following:
  • MS Dynamics CRM objects via the Data Management 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
• Use Automated Programs to update records with Act-On behavior
• Create notes when Act-On Emails are sent to your Contacts and Leads

Act-On has made some security updates to our connection to MS Dynamics 365 using OAuth. Previously, the connection requested your Dynamics URL, an Application Client ID, and a Username & Password. Our new connection is made with the Dynamics URL, Application Client ID, and a Client Secret. This method is more secure and will bypass Azure AD Multi-factor Authentication (MFA) requirements.

Essentials to Get Started

To connect to Act-On via Oauth, you should have the following users ready:

• System Administrator in Azure Active Directory and Dynamics
• Act-On Marketing or Admin user

Instructions

If you have a new account and this is your first time connecting to Act-On, or if you are connected using Basic Auth and want to migrate to OAuth now, follow the instructions for a new connection.

If you are migrating your existing OAuth from using a Username and Password to using a Client ID and Secret, see the instructions to update your connection.

Instructions - New Connection

Step 1: Register an App for Act-On and Create a Secret

First, you will need to:

• Register an App for Act-On in your Azure Active Directory.
• Create a Client secret for the application
• Save the Application Client ID and the Secret Value for later use

1. 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.
2. Next, navigate to Certificates & secrets and choose New client secret
   • Enter a description (for display only)
   • Set an Expiration rule (up to 24 months)
3. Click Add
4. Copy the Value of your new Secret (note: not the Secret ID) and save it securely
5. Navigate back to Overview for the App registration and copy the Application (client) ID, and save it securely to be used in Steps 2 and 3 below

Step 2: Create an Application User

In this step, you will create an Application User for Microsoft Dynamics that is associated with the Azure App you just registered. When you do this, you should set the user's Client Access License (CAL) Access Mode to Non-interactive and assign the System Administrator role.

Microsoft has migrated the Application User management from the legacy web client to Power Platform. See Microsoft's instructions here: Create an Application User.

Within Power Platform, create an Application User that has the Act-On Integration app assigned.
When you create your user:

• Choose the Azure AD App that you created in Step 1.
• Apply the Security role of Dynamics 365 System Administrator.

Step 3: Connect to Act-On

1. In Act-On, navigate to Settings > Connectors > CRM > MS Dynamics
2. Click Connect
3. Choose OAuth
4. Enter your credentials:
   • URL: Your MS Dynamics account URL
   • App Client ID: the Application (client) ID that you saved from Step 1.
   • Secret: the Secret Value that you saved from Step 1
5. Select from the available sync options. See MS Dynamics Connector Options for more information on each of these choices.
6. Click Login

Once you are logged in and successfully connected, the page will reflect that the MS Dynamics connector is active.

Instructions - Update your Connection

Step 1: Update your Act-On App Registration

Locate your existing App for Act-On in your Azure Active Directory and make the following changes:

• Create a Secret for the application
• Save the Application Client ID and the Secret Value for later use

1. In Azure Active Directory, navigate to App registrations
2. Find your application, such as “Act-On Integration” (you may have used a different app name)
3. Next, navigate to Certificates & secrets and choose New client secret
   • Enter a description (for display only)
   • Set an Expiration rule (up to 24 months)
4. Click Add
5. Copy the Value of your new Secret (note: not the Secret ID) and save it securely
6. Navigate back to Overview for the App registration and copy the Application (client) ID, and save it securely to be used in Steps 2 and 3 below

Step 2: Update the Application User

Update your Application User for Microsoft Dynamics that is associated with the Azure App you just registered.

• Set the user's Client Access License (CAL) Access Mode to Non-interactive (if it is not already)
• Assign the System Administrator role

Microsoft is in the process of migrating application user management from a legacy web client to Power Platform. Follow the instructions below that apply to your account.

Power Platform

Create an Application User that has the Act-On Integration app assigned.

See Microsoft's instructions here: View or edit the details of an application user.

When you update your user:

• Choose the Azure AD App that you created in Step 1.
• Apply the Security role of Dynamics 365 System Administrator.

Dynamics 365 (legacy web client)

1. In Dynamics 365, go to Security > Users, then use the drop-down to select Application Users
   
2. Click New to create a new user
3. Enter your Application (client) ID from the Act-On Integration app that you registered in Azure Active Directory
4. Click Save. The user's information will auto-fill with the app details.
   

Step 3: Connect to Act-On

1. In Act-On, navigate to Settings > Connectors > CRM > MS Dynamics
2. Click Disconnect (this will discontinue your current credentials from use)
3. Click Connect
4. Choose OAuth
5. Enter your credentials:
   • URL: Your MS Dynamics account URL
   • App Client ID: the Application (client) ID that you saved from Step 1.
   • Secret: the Secret Value that you saved from Step 1
6. Select from the available sync options. See MS Dynamics Connector Options for more information on each of these choices.
7. Click Login

Once you are logged in and successfully connected, the page will reflect that the MS Dynamics connector is active.