MS Dynamics CRM

Everything you need to set up MS Dynamics with your Act-On account.

Microsoft Dynamics Integration Guide

Connecting Act-On to Microsoft Dynamics (MS Dynamics) gives your marketing and sales teams a shared view of every lead and contact. Data flows both ways: push marketing activity into Dynamics so sales can see what a prospect has been doing, and pull Dynamics records - Leads, Contacts, and both Static and Dynamic Marketing Lists - into Act-On, where they become segments you can email, refine, an...
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Synchronizing Microsoft Dynamics Data to All Contacts

To synchronize data between Microsoft Dynamics and All Contacts, establish a mapping of your data fields and configure the synchronization settings to ensure real-time data updates. If you are using Marketing Lists, see the Importing and Syncing Marketing Lists from Microsoft Dynamics article. MS Dynamics data fields will be mapped automatically in some cases, aligning with Act-On's Standard fi...
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Sync MS Dynamics Marketing Lists to Act-On Contacts

Microsoft Dynamics offers the ability to create Marketing Lists of leads or contacts. These can be static or dynamic and can offer additional segmentation capabilities using data that is in Dynamics but may not be in Act-On. You can sync these lists from Dynamics to identify which contacts are on the list, creating a segment in Act-On that you can then email or nurture. Add Segment from CRM To...
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Importing and Syncing Marketing Lists from Microsoft Dynamics

To begin marketing to your MS Dynamics database from Act-On, you need to import your Leads and Contacts. The preferred way to do this is using All Contacts. Dynamics Leads & Contacts will be added to the All Contacts list & also to MS Dynamics Leads & Contacts segments. Please refer to this article to proceed: Synchronizing Microsoft Dynamics Data to All Contacts.This article covers syncing w...
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Act-On Marketing Platform for Microsoft Dynamics - Installation and User Registration Guide

Our integration with Microsoft Dynamics provides critical functions that allow your sales team to use Act-On directly in their MS Dynamics account. With this package, your users will have access to the following Act-On features. Send Act-On Emails. Hot Prospects Dashboard. View the Act-On Contact Report for contacts and leads. View the Act-On Account Report for account records - requires ABM ...
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Connect to MS Dynamics 365 with OAuth

Connecting to Dynamics lets Act-On sync your CRM data, create new Leads from form submissions, and use your Dynamics records inside Automated Programs. Act-On now connects to MS Dynamics 365 using OAuth with a Client Secret instead of a username and password, which is more secure and bypasses Azure AD Multi-factor Authentication (MFA) requirements. Who does this: Someone with System Administr...
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Connect to Microsoft Dynamics with Basic Auth

Connecting Act-On to Microsoft Dynamics keeps your CRM records in sync, creates new Leads from Form submissions, and lets Automated Programs update records based on what contacts do in Act-On. This article walks through connecting with Basic Auth — a fallback method for accounts that aren't using OAuth. Who does this: Your Act-On admin, working with your MS Dynamics administrator for login cr...
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How to Connect to MS Dynamics 365 with Oauth (Legacy)

This is the legacy way of connecting Act-On to Microsoft Dynamics 365 using OAuth, kept here for accounts that already set it up this way. If you're setting up a new connection, use the current OAuth method instead - see the deprecation notice below for details. This connection method has been deprecated. We have made security updates to our OAuth connection with Microsoft and you are now able...
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Minimum Permissions for a Microsoft Dynamics Connected User

Connecting Act-On to Microsoft Dynamics requires a dedicated user account with a specific set of privileges. This article lists exactly which ones Act-On needs so you (or your Dynamics administrator) can set up that connected user correctly. Why this matters: Grant too few privileges and the connection breaks or silently stops syncing certain records; the list below is the minimum Act-On needs...
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Connecting a Single Microsoft Dynamics Account with Multiple Act-On Accounts

You can connect one Microsoft Dynamics account to multiple Act-On accounts. It's important to pay close attention to the records that are imported to and marketed to in each Act-On account. When your Act-On and Microsoft Dynamics accounts are connected, the Microsoft Dynamics administrator's login is used to make the connection. Connecting one Microsoft Dynamics account to multiple Act-On accou...
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Microsoft Dynamics Connector Data Settings

When you connect to MS Dynamics, you have several options for how your data is handled - what gets imported, what counts as a duplicate, and what entity type a new Form submission creates. These options are the same for all versions of Dynamics and for both connection types (Oauth and Basic Auth). Why this matters: These settings decide what data actually makes it into Act-On and how duplicate...
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Syncing Assets with Microsoft Dynamics

In addition to your Marketing Lists, you can also synchronize your Act-On Forms to automatically push sign-ups into Microsoft Dynamics. You'll also be able to see Act-On emails as activity notes for your leads and contacts. Form Sign-ups To set Forms to automatically send data to Microsoft Dynamics: Go to Content > Forms. Create a new Form or edit an existing Form. In the Properties tab, clic...
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Syncing your Act-On Behavior Score to MS Dynamics

Synchronize the Act-On Behavior Score (or Lead Score) with your MS Dynamics account to help your sales team identify active opportunities by how your leads and contacts interact with your Act-On marketing efforts. This article refers to syncing the lead score when using Marketing Lists. If you are syncing with All Contacts, the lead score is mapped within Data Management settings and will sync ...
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Syncing Opt-Outs with your MS Dynamics account

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 an...
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How to Check your Microsoft Dynamics Package Version

Act-On's Microsoft Dynamics packages get updated over time, and running an older version can mean missing features or an upgrade path you need to follow. This is how to find your current package version and see whether you're on the latest release. Why this matters: If you're troubleshooting a Dynamics issue, your package version is often the first thing support will ask for - and if you're be...
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Download Request: Act-On for Microsoft Dynamics

If you're uninstalling the unmanaged solution, Act-On CRM Portal for Dynamics, use the form below to request assistance and download the files you'll need. Why this matters: This uninstall process has a few complexities, so our Technical Support team is set up to help you get the latest version of our solution installed correctly rather than leaving you to sort it out alone. Complete this form ...
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Act-On CRM Portal for Dynamics (Legacy Unmanaged Solution) - Uninstall Guide

Instructions First, follow the steps here to identify the version of Act-On that you have currently installed in your Dynamics account. Use this form to Contact Support. We will provide you with the correct file(s) to uninstall the unmanaged version. Follow the instructions in this article to uninstall the current version of your Act-On package. Once you have uninstalled successfully, you can...
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Act-On Marketing Platform for Microsoft Dynamics - Troubleshooting Guide

Some errors may occur during or after the installation of our MS Dynamics plugin. Dynamics Administrators should use this guide when encountering errors. Sales Users should first report to their administrators, who can help make the necessary updates to resolve most errors by following this guide. Why this matters: Most of these errors have a specific, known cause - usually a missing security ...
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Set Up the Hot Prospects Dashboard for Microsoft Dynamics

Essentials to get started Act-On Marketing or Admin user MS Dynamics User with a Sales role This user must also be added as a Sales User in Act-On and registered in the Act-On Marketing Platform. An active connection between Act-On and MS Dynamics See How to Connect to Microsoft Dynamics for instructions Act-On Marketing Platform is installed in the MS Dynamics account Beacon tracker m...
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Registering Act-On Sales Users for MS Dynamics (Legacy Package)

This article walks through registering Act-On Sales users for the legacy Act-On package in MS Dynamics, so those users can see Act-On data - like Hot Prospects and marketing activity - directly inside MS Dynamics. This is our legacy package. We are no longer recommending installation of this version. If you do not have the legacy version installed, do not proceed with the instructions in this a...
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