MS Dynamics CRM

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

Microsoft Dynamics Integration Guide

Act-On’s integration with Microsoft Dynamics (MS Dynamics) allows you to share information and use your MS Dynamics database for intelligence gathering. The integration will also allow MS Dynamics users to see any marketing activities a lead or contact has participated in so that when the individual is contacted, the MS Dynamics user has insight into their interests. A bi-directional relationsh...
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Synchronizing Microsoft Dynamics Data to All Contacts

For seamless data synchronization 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, click here. MS Dynamics data fields will be mapped automatically in some cases, aligning with Act-On's Standard fields. However, for certain fields, the process may in...
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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 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...
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Connect to Microsoft Dynamics with Basic Auth

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...
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How to Connect to MS Dynamics 365 with Oauth (Legacy)

This connection method has been deprecated. We have made security updates to our OAuth connection with Microsoft and you are now able to connect to Microsoft Dynamics using your Dynamics URL, App Client ID, and Secret instead of a Username & Password. This method is more secure and will bypass MFA requirements. If your account is Dynamics 365 Cloud: You should connect using our newest version ...
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Minimum Permissions for a Microsoft Dynamics Connected User

This article explains what account privileges are required to connect to Act-On. Minimum permissions: prvReadOrganization prvReadList prvReadEntity prvReadAttribute prvReadAttributeMap prvReadEntityMap prvReadRelationship prvReadAccount prvWriteAccount prvReadOpportunity prvReadCampaign prvReadLead prvWriteLead prvCreateLead prvReadContact prvWriteContact prvCreateContact prvCreateActivity prv...
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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 will have some options to choose how your data is handled. These options are the same for all versions of Dynamics and for both connection types (Oauth and Basic Auth). To update these settings, log in to Act-On and go to Settings > Connectors > MS Dynamics, then click Connect. The options are the same whether you are connecting with Oauth or Basic Auth. ...
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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, click...
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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

Sync Options Pull Opt Out from MS Dynamics Pull in any Contact or Lead records from MS Dynamics where the default Do not allow Emails and/or Do not allow Bulk Emails field is checked and add their email to the Act-On Opt-Out list. This sync does NOT process Opt-Ins. For example, if a contact/lead is in the Act-On Opt-Out list and the Do not allow Emails field in MS Dynamics is unchecked...
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How to Check your Microsoft Dynamics Package Version

Version History Name Package Version Dynamics Version Instructions Act-On Marketing Platform for MS Dynamics 365.1.4.4 365 Current Version No action needed Act-On Marketing 365 Ribbon Patch 1_3_1 365 Current Version No action needed Act-On Marketing Platform for MS Dynamics 365.1.4.2 365 Upgrade Act-On Marketing Platform for MS Dynamics 1.2.3 February 2022 o...
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Download Request: Act-On for Microsoft Dynamics

Complete this form to request assistance and to download files for uninstalling the unmanaged solution, Act-On CRM Portal for Dynamics Due to occasional complexities with this process, our Technical Support team is prepared to assist you with installing the latest version of our solution. var aoAdBlockDetected = true; window.addEventListener("load",function(){var e,t;aoAdBlockDetected&&(e=d...
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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. If you have an error that is not listed here, or you are unable to resolve your error with the ins...
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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 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 article. Instead, see our guide here for more information on installing our newest version of Act-On for MS Dynamics. Prerequisites Your Sales user(s) added to your Act-On account MS Dynamics System Administrator...
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