Editing Microsoft Dynamics 365 (section)

=== Step 4: Data Configuration ===
Click "Data Configuration" on the top navigation menu to select sync directions and map fields for Contacts, Leads, Accounts, and Opportunities. 

* You can set the sync direction for Contacts, Leads, and Accounts on the entity and field level. To set the sync direction on the field level, select "Bi-directional" for the entity sync.
* Opportunity fields sync is a one-directional sync from Microsoft Dynamics to ActiveCampaign. There is no bi-directional sync for this option.
* Compatible field types will surface when you map fields.
* It is not possible to map Deal fields in ActiveCampaign with fields in Microsoft Dynamics.
* You can turn off mapping for standard Contact and Lead fields, except for the "Email" and "Account" fields, and remap to custom fields.
* If you don't want to sync fields for leads, contacts, accounts, or opportunities, set the entity toggle to the "Off" position.

==== Configure Mapping for Leads, Contacts, and Accounts ====
Locate the entity you want to sync, then click the toggle to set it to the “On” position. Choose the sync direction for the entity as a whole. The entity sync direction applies to all mapped fields. You can choose from bi-directional, push-only from D365 (outbound), or pull-only from ActiveCampaign (inbound).

Next, choose one of the following sync options:
* All leads, contacts, and accounts created or updated.
* All leads, contacts, accounts that match specific criteria.

If using "All leads/contacts/accounts created and updated":
# Click the "Edit" button.
# Click the ActiveCampaign fields you wish to sync with Microsoft Dynamics.
# Click the "Add" button.
# Click each dropdown under the "Dynamics" column and select the Dynamics field you wish to map to.
# Click "Save Changes."

If using "All leads that match certain criteria":
# Select the field you want to use to segment your contacts.
# Choose the operator.
# Enter a value for the field.
# Click the "Add" button.

==== Configure Mapping for Opportunities ====
To sync Opportunities, they must have a relationship with a syncing contact. Opportunities are available on Contact records in the Custom Objects box.
* You can map up to 20 custom fields for the Opportunity sync. This is a one-way sync from Microsoft Dynamics 365 to ActiveCampaign.

To sync opportunities to your ActiveCampaign account:
# Click the "Opportunities" toggle to set it to the "On" position.
# Click the “Opportunity Custom Field Mapping” toggle to set it to the “On” position.
# Scroll down to the “Custom Mappings” section.
# Click the “Edit” button.
# Select the ActiveCampaign fields you want to map, then click “Add.”
# For each ActiveCampaign field, add the field type to the “ActiveCampaign field type” column.
# Click “Save Changes” located in the toolbar.