ActiveCampaign components

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How to Add ActiveCampaign Components to a Custom Form in Microsoft Dynamics 365

Introduction

ActiveCampaign components allow users to integrate ActiveCampaign's marketing automation capabilities directly within Microsoft Dynamics 365. By adding the ActiveCampaign Marketing Activities component to lead and contact forms, your team can view the latest engagement activities related to these contacts. This integration enhances the functionality of your CRM by providing real-time insights into customer interactions, making it easier to manage relationships effectively.

This feature is particularly beneficial for businesses that already use ActiveCampaign for their marketing efforts and want to maintain seamless workflows without switching between multiple platforms. The ability to see marketing activity, such as email opens and click-throughs, within Microsoft Dynamics 365 significantly streamlines the decision-making process for sales and marketing teams.

How to Access This Feature

To access and utilize the ActiveCampaign components in Microsoft Dynamics 365, you need to be an administrator with the necessary permissions. Make sure that you are logged into your Microsoft Dynamics 365 account as an admin before proceeding with the steps to add ActiveCampaign components to your custom form.

Step-by-Step Instructions

Step 1: Create a Custom Form in Microsoft Dynamics 365

1. Navigate to make.powerapps.com and log in using your Microsoft Dynamics 365 credentials. 2. Select the environment you desire to work with. 3. Click on the Solutions option in the left sidebar. 4. Click on New Solution. 5. A modal sidebar will appear. Fill in the required fields. 6. Click the Create button located at the bottom of the sidebar.

Step 2: Add a Table to the Custom Form

1. At the top of the next screen, click the Add Existing option. 2. From the dropdown menu, select the Table option. 3. The Selected tables window will open. Click on the Select components option for either the Contact or Lead table. 4. Click on Forms at the top of the modal, then select the form to which you wish to add the customization.

The selected table(s) will now be part of your solution and ready for customization.

Step 3: Customize the Table

1. Click on the desired table to add customizations. 2. Select the form you want to modify. 3. The Form Editor will open. Click on the Switch to Classic button. 4. The Classic Editor will appear. Click on the parent section where you want to add the component; in this case, choose the Summary section. 5. From the top of the screen, click on the Insert tab. 6. A list of options will show up. Select Section, then choose One Column. 7. An empty section will appear at the bottom of the selected parent section. Drag the empty section to your preferred location on the form. 8. Optionally, set properties for the section. Click OK to close the Section Properties editor when ready. 9. Click the Insert tab again at the top of the screen.

Step 4: Set Web Resources Properties and Publish

1. Click on the Add Web Resources button to open the Add Web Resources window. 2. Complete the fields as follows:

  * Web resource = ac_assets/recentActivities.html
  * Name = WebResource_RecentActivities
  * Label = AC Recent Activities
  * Ensure the Display label on the Form checkbox is ticked.
  * Ensure the Visible by default checkbox is ticked.

3. Click the OK button. 4. Click on Save. The screen will refresh.

Step 5: Publish the Custom Form

To finalize and publish your custom form, click the Publish option.

After you publish, it is crucial to verify in Microsoft Dynamics 365 that the recent activities section has been successfully added to your form.

Configuration Options and Settings

When customizing forms in Microsoft Dynamics 365 to include ActiveCampaign components, you will encounter various bold configuration options, including: - **Web resource** - **Name** - **Label** - **Display label on the Form** - **Visible by default**

These settings allow you to tailor how the ActiveCampaign components will display and function within your Dynamics 365 environment.

Best Practices and Tips

- Always backup your current configurations before making significant changes to forms or components. - Test any new configurations in a development environment before rolling them out to your production environment to avoid disruptions. - Ensure all users have the appropriate roles and permissions to view and interact with the ActiveCampaign components added to forms. - Regularly check for updates from ActiveCampaign, as enhancements or changes may impact how components function.

Troubleshooting

If you encounter issues while adding ActiveCampaign components to forms in Microsoft Dynamics 365, consider the following troubleshooting steps: - Verify that you are logged in as an Administrator, as only admins can make these changes. - Double-check that you have selected the correct environment and solution before adding components. - If you cannot publish the form, ensure that all required fields and configurations are filled out.

FAQ

Q1: Can I add ActiveCampaign components to any form in Microsoft Dynamics 365? A: You can add ActiveCampaign components to lead and contact forms only.

Q2: What roles do I need to have in Microsoft Dynamics 365 to use this feature? A: You must be an Administrator to add ActiveCampaign components.

Q3: What happens if I delete the ActiveCampaign solution? A: If you have made any customizations using ActiveCampaign components, you must first delete them from your environment before removing the solution.

Q4: Will adding components affect future updates from ActiveCampaign? A: No, your customizations will not affect future updates to the ActiveCampaign solution.

Q5: Can I customize the way ActiveCampaign components appear on the form? A: Yes, you can set properties for the sections where the components are placed.

Q6: What if I experience performance issues after adding ActiveCampaign components? A: Ensure that your Microsoft Dynamics 365 environment meets the necessary system requirements to support custom integrations.

Q7: Is it necessary to publish the form after making modifications? A: Yes, you must publish the form for your modifications to take effect and be visible to users.

For further assistance, refer to related features within ActiveCampaign or check the ActiveCampaign Support documentation for additional resources.

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