Editing Connect ActiveCampaign to Microsoft Dynamics 365 (section)

== 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.