Microsoft Dynamics 365

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Microsoft Dynamics 365

Overview

The ActiveCampaign to Microsoft Dynamics 365 integration provides a two-way sync between your ActiveCampaign account and your Microsoft Dynamics account.

Important Notes

• This integration is configured in your Microsoft Dynamics account.
• You will need your ActiveCampaign API URL and Key to set up the integration.
• To set up and manage this application, users must be either a System Administrator or have the ActiveCampaign Admin Security role applied to them in Microsoft Dynamics 365. The System Admin will do this via Advanced Settings > Security Settings.
• To access this application, users must have the ActiveCampaign User Security role applied to them in Microsoft Dynamics 365. The System Admin or the ActiveCampaign Security Admin will do this via the User Management Section or under Advanced Settings > Security.
• To access ActiveCampaign leads and contacts, users need access to Lead and Contact entities in Microsoft Dynamics 365. The System Admin can achieve this through a basic Sales User security or custom security role. Without access, users will not be able to see ActiveCampaign Leads or Contacts in Microsoft Dynamics 365.
• Syncing of Accounts information will start immediately if you update this app from version 1.24 to 1.25 or higher. If you do not want to sync accounts, click the accounts sync toggle to the "Off" position, located in the Data Configuration section of the ActiveCampaign app setup in Microsoft Dynamics.

Integration Features

This integration allows you to:

• Sync leads, contacts, and account information between both Microsoft Dynamics 365 and ActiveCampaign.
• Sync Opportunities from Microsoft Dynamics 365 to ActiveCampaign.
• View marketing activities in Microsoft Dynamics for each synced lead and contact.
• Add leads and contacts to automations directly from the lead or contact record in Microsoft Dynamics.
• Send email campaigns to leads and contacts directly from the lead or contact profile record in Microsoft Dynamics.

If syncing opportunities, two new automation triggers will be available: "D365 Opportunity is created" and "D365 Opportunity is updated." With these triggers, you can further segment contacts who enter the automation by all fields synced from an opportunity or use the segment builder to create specific conditions using opportunity fields.

Setup Instructions

Step 1: Install the ActiveCampaign App

To install the ActiveCampaign app in Microsoft Dynamics:

1. Log into your Microsoft Dynamics account.
2. Go to AppSource in your Microsoft Dynamics account. Search for ActiveCampaign.
3. Click the "Get it now" button.
4. A modal window will appear. Complete the information in the modal and click the "Continue" button.
5. Complete the rest of the steps to set up the ActiveCampaign app in your Microsoft Dynamics account.

Step 2: Connect ActiveCampaign to Microsoft Dynamics

From your Microsoft Dynamics account:

1. Navigate to the Dynamics environment you installed.
2. Launch the Apps section and click the ActiveCampaign option.
3. The ActiveCampaign dashboard will load. Click the "Settings" option located under "Setup."
4. Enter your ActiveCampaign API URL and Key into the fields provided.
5. Click the "Connect" button.
6. A confirmation window will appear. Click the "OK" button.

Your ActiveCampaign account is now connected to Microsoft Dynamics 365.

Step 3: User Management

Now that your ActiveCampaign account is connected to Microsoft Dynamics, you can assign permissions. These permissions dictate which Microsoft Dynamics users can use the ActiveCampaign Sales Actions available with this integration.

• Permissions are assigned on the "User Management" page. Click the "User Management" option on the top navigation menu.
• To assign permissions:

1. Click the "Add User" icon.
2. Type the name of the user into the search field that appears. As you type, Microsoft Dynamics will suggest names. Click the user you wish to assign permissions to.
3. Click the "Add" button.

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":

1. Click the "Edit" button.
2. Click the ActiveCampaign fields you wish to sync with Microsoft Dynamics.
3. Click the "Add" button.
4. Click each dropdown under the "Dynamics" column and select the Dynamics field you wish to map to.
5. Click "Save Changes."

If using "All leads that match certain criteria":

1. Select the field you want to use to segment your contacts.
2. Choose the operator.
3. Enter a value for the field.
4. 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:

1. Click the "Opportunities" toggle to set it to the "On" position.
2. Click the “Opportunity Custom Field Mapping” toggle to set it to the “On” position.
3. Scroll down to the “Custom Mappings” section.
4. Click the “Edit” button.
5. Select the ActiveCampaign fields you want to map, then click “Add.”
6. For each ActiveCampaign field, add the field type to the “ActiveCampaign field type” column.
7. Click “Save Changes” located in the toolbar.

Step 5: Sync Settings

Once you've completed the data configuration step, establish your sync settings on the "Sync Settings" page.

There are three different sync settings that you can configure: Global, Initial, and Job Schedule.

• **Global Sync**: Enabled by default. When on, the one-time "Initial Sync" will run.
• **Initial Sync**: This one-time sync runs when the "Global Sync" toggle is set to "On."
• **Job Schedule**: Configure recurring syncs between Microsoft Dynamics and ActiveCampaign.

The integration setup is now complete. This integration does not allow for immediate syncs. Leads and contacts will sync between platforms when the next scheduled sync runs.

Integration Next Steps

• Learn how syncing works with the ActiveCampaign Microsoft Dynamics 365 integration.
• View recent marketing activities for synced leads and contacts.
• Use 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.

See Also

Connect ActiveCampaign to Microsoft Dynamics 365 ```