Editing Connect ActiveCampaign to Microsoft Dynamics 365 (section)

= Connect ActiveCampaign to Microsoft Dynamics 365 =

== Introduction ==
The integration of ActiveCampaign with Microsoft Dynamics 365 provides a powerful solution for CRM needs. This feature enables a two-way sync of data between ActiveCampaign and Microsoft Dynamics 365, which helps organizations streamline their marketing and sales efforts. The integration allows users to synchronize leads, contacts, and account information, facilitating better customer relationship management and marketing automation. It is particularly valuable for organizations aiming to enhance their workflow efficiency and improve customer engagement.

== How to Access This Feature ==
To utilize the integration between ActiveCampaign and Microsoft Dynamics 365, users need to have the appropriate permissions and access to both platforms. Specifically, users must be System Administrators or have the ActiveCampaign Admin Security role in Microsoft Dynamics 365. Additionally, the ActiveCampaign User Security role should be applied to the users that need access to leads and contacts from the ActiveCampaign app.

== Step-by-Step Instructions ==
Below are detailed steps on how to set up and connect ActiveCampaign to Microsoft Dynamics 365 effectively.

=== Setup Step 1: Install the ActiveCampaign App ===
1. Log into your Microsoft Dynamics account.
2. Navigate to '''AppSource''' within your Microsoft Dynamics environment.
3. Search for '''ActiveCampaign'''.
4. Click the '''Get it now''' button.
5. A modal window will appear. Fill in the required details and click the '''Continue''' button.
6. Follow the subsequent steps to install the ActiveCampaign app.

=== Setup Step 2: Connect ActiveCampaign to Microsoft Dynamics ===
1. From your Microsoft Dynamics account, head to the environment where the app is installed.
2. Go to the '''Apps''' section and click on the '''ActiveCampaign''' option.
3. The ActiveCampaign dashboard will appear. Since no data will exist yet, select the '''Settings''' option under '''Setup'''.
4. Input your ActiveCampaign API URL and Key into the corresponding fields. Refer to the link for guidance on obtaining these credentials: [https://help.activecampaign.com/hc/en-us/articles/207317590-Getting-started-with-the-API#how-to-obtain-your-activecampaign-api-url-and-key].
5. Click the '''Connect''' button.
6. A confirmation window will prompt. Click '''OK''' to confirm the connection.

=== Setup Step 3: User Management ===
After connecting the services, you need to manage user permissions to integrate ActiveCampaign Sales Actions. This can be accomplished via the '''User Management''' page.

To assign permissions:
1. Select the '''Add User''' icon.
2. Input the user's name in the search field, and select the desired user from the suggestions that appear.
3. Click the '''Add''' button to assign permissions to the user.

=== Setup Step 4: Data Configuration ===
In this step, you will configure how data syncs between Microsoft Dynamics and ActiveCampaign.

1. Click on '''Data Configuration''' in the navigation menu.
2. Select entities (Contacts, Leads, Accounts, and Opportunities) you want to sync by toggling their settings to the "On" position.
3. Choose the sync direction for these entities. Options include:
   * **Bi-directional**: Syncs data in both directions.
   * **Push-only** (outbound): Data only flows from Microsoft Dynamics to ActiveCampaign.
   * **Pull-only** (inbound): Data only flows from ActiveCampaign to Microsoft Dynamics.
4. Map fields accordingly by pressing the '''Edit''' button and selecting fields to sync.
5. Adjust additional configurations to define any criteria for syncing leads, contacts, or accounts.

=== Setup Step 5: Sync Settings ===
Navigate to the '''Sync Settings''' page to establish how frequently data will sync.

1. Enable **Global Sync** by default, allowing for a one-time '''Initial Sync'''.
2. The **Initial Sync** will run and synchronize all records meeting your configuration criteria.
3. In '''Job Schedule''', define the recurring sync frequency from available options ranging from 1 hour to once daily.

The integration setup is now complete. Note that this integration will not allow for immediate syncs; records will sync based on the next scheduled sync.

== Configuration Options ==
Several important configuration options may be noted:

* **Entity Sync Direction**: Define whether the sync is bi-directional, push-only, or pull-only.
* **Mapping Fields**: Allows for the selection of specific fields to sync from Microsoft Dynamics to ActiveCampaign.
* **Toggle Settings**: Enable or disable syncing for specific entities or fields as necessary.
* **Sync Frequencies**: Choose how often your data will sync.

== Best Practices and Tips ==
To make the most of the ActiveCampaign and Microsoft Dynamics 365 integration, consider the following best practices:
- Ensure users assigned to the integration have the necessary security roles to access leads and contacts within Microsoft Dynamics.
- Regularly review sync settings to accommodate changes in business processes or user needs.
- Test the sync process after initial setup to confirm that data is flowing as expected between the two platforms.
- Utilize the new automation triggers made available by the integration for enhanced marketing and sales strategies.

== Troubleshooting ==
If you encounter issues during setup or operation of the integration:
- Verify that your ActiveCampaign API URL and Key are correctly entered.
- Check user permissions to ensure that all users have the required roles for accessing relevant data.
- Confirm that the sync settings are correctly configured, particularly the sync directions.
- For further assistance, consult the ActiveCampaign support documentation or contact customer support.

== FAQ ==
=== 1. What plans can access the ActiveCampaign and Microsoft Dynamics 365 integration? ===
This integration is available for the **Enterprise** plan only.

=== 2. Do I need special permissions to set up the integration? ===
Yes, users require either the System Administrator role or the ActiveCampaign Admin Security role in Microsoft Dynamics 365.

=== 3. How do I obtain my ActiveCampaign API URL and Key? ===
You can retrieve your API URL and Key by following the instructions at this link: [https://help.activecampaign.com/hc/en-us/articles/207317590-Getting-started-with-the-API#how-to-obtain-your-activecampaign-api-url-and-key].

=== 4. What types of data can I sync between ActiveCampaign and Microsoft Dynamics 365? ===
You can sync leads, contacts, account information, and opportunities.

=== 5. What should I do if my data does not sync immediately? ===
Ensure that your sync settings are enabled and correctly configured. Data will only sync when the next scheduled sync occurs.

=== 6. How can I view marketing activities for synced leads and contacts? ===
You can view recent marketing activities in Microsoft Dynamics for each synced lead and contact through the relevant sections in the platform.

=== 7. Is it possible to map custom fields in this integration? ===
Yes, you can remap standard fields to custom fields for Leads and Contacts with certain restrictions as mentioned in the setup instruction.

== Related Features ==
* Learn how syncing works with the ActiveCampaign Microsoft Dynamics 365 integration.
* View recent marketing activities for synced leads and contacts.
* Use ActiveCampaign Sales Actions to add leads and contacts to automations and email campaigns.
* Use ActiveCampaign automation to create new leads and contacts in Microsoft Dynamics 365.
* View and understand tags added to contacts from the ActiveCampaign Microsoft Dynamics 365 integration.

This article serves as a comprehensive guide to integrating ActiveCampaign with Microsoft Dynamics 365, allowing you to enhance your CRM capabilities effectively.
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