How to connect Microsoft Dynamics 365 with ActiveCampaign

Available on the following plans:

  • Professional
  • Enterprise

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

Take note

  • 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 will need to be either a System Admin 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 will need to 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 will need access to Lead and Contact entities in Microsoft Dynamics 365. The System Admin can achieve this through a basic Sales User security role or a custom security role. Without access, users will not be able to see ActiveCampaign Leads or Contacts in Microsoft Dynamics 365
  • If you are currently using this app and are updating it from version 1.24 to 1.25 or higher, we'll start syncing Accounts information right away. If you do not want to sync accounts, click the accounts sync toggle to the "Off" position. This toggle is located on the Data Configuration section of the ActiveCampaign app setup in Microsoft Dynamics

What does the  Microsoft Dynamics 365 integration do?

The Microsoft Dynamics 365 integration will let you:

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

Setup Step 1: Install the ActiveCampaign app

To install the ActiveCampaign app in Microsoft Dynamics:

1. Log into your Microsoft Dynamics account.

2. Go to the 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.

Setup Step 2: Connect ActiveCampaign to Microsoft Dynamics

1. From your Microsoft Dynamics account, navigate to the Dynamics environment you just installed.

2. From this environment, launch the Apps section and click the ActiveCampaign option.

3.  The ActiveCampaign dashboard will load. No data will be available here yet. 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.

Setup 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. To get there, click the "User Management" option located on the top navigation menu.

ac_assets/index.html - Dynamics 365

To assign permissions:

1. Click the "Add User" icon.

ac_assets/index.html - Dynamics 365

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.

ac_assets/index.html - Dynamics 365

3. Click the "Add" button.

Setup Step 4: Data configuration

Next, you need to select which contact, lead, and account fields you want to sync. This is done on the "Data Configuration" page. To get there, click "Data Configuration" located on the top navigation menu.

ac_assets/index.html - Dynamics 365

Some things to note on this page:

  • You need to map fields marked as "Required" in Microsoft Dynamics. If you do not, an error will appear on the page
  • Compatible field types will surface automatically when you map fields
  • It is not possible to map Deal fields in ActiveCampaign with fields in Microsoft Dynamics

If you do not wish to sync fields for leads, contacts, or accounts, click the toggle to set it to the "Off" position.

Click the links below to expand field mapping instructions for leads and contacts.  

Configure leads mapping

1. Click the "Leads" dropdown and click one of the following sync options:

  • All leads created or updated
    This sync option is the easiest way to sync all leads created or updated from this point forward. When a new lead is created or updated, they will be created or updated in ActiveCampaign the next time the sync runs.
  • All leads that match specific criteria
    You may want to use this option if you wish to sync leads that match your set criteria, such as leads who come from a specific source. If the lead matches the criteria you set, they will be created or updated in ActiveCampaign the next time the sync runs.

2. If using "All leads created and updated":

  • Click the "Edit" button
  • Click the ActiveCampaign fields you wish to sync with Microsoft Dynamics. You can choose as many fields as you like
  • Click the "Add" button
  • Click each dropdown under the "Dynamics" column and click the Dynamics field you wish to map to
  • Click "Save Changes"

3. If using "All leads that match certain criteria":

  • Select the field you wish to use to segment your contacts
  • Choose the operator
  • Enter a value for the field
  • Click the "Add" button
  • A second segmenting option will appear. You may want to use this if you wish to narrow your criteria more. If you don't wish to narrow your criteria, click the trash icon
  • To select and map custom fields, follow each item listed out in step 2 above
  • Click "Save Changes"
Configure contacts mapping

1. Click the "Contacts" dropdown and click one of the following sync options:

  • All contacts created or updated
    This sync option is the easiest way to sync all contacts created or updated from this point forward. When a new contact is created or updated, they will be created or updated in ActiveCampaign the next time the sync runs.
  • All contacts that match specific criteria
    You may want to use this option if you wish to sync contacts who match your set criteria, such as contacts who come from a specific source. If the contact matches the criteria you set, they will be created or updated in ActiveCampaign the next time the sync runs.

2. If using "All contacts created and updated":

  • Click the "Edit" button
  • Click the ActiveCampaign fields you wish to sync with Microsoft Dynamics 365. You can choose as many fields as you like
  • Click the "Add" button
  • Click each dropdown under the "Dynamics" column and click the Dynamics field you wish to map to
  • Click "Save Changes"

3. If using "All contacts that match certain criteria":

  • Select the field you wish to use to segment your contacts
  • Choose the operator
  • Enter a value for the "Value" field
  • Click the "Add" button
  • A second segmenting option will appear. You may want to use this if you wish to narrow your criteria. If you don't wish to narrow your criteria, click the trash icon
  • To select and map custom fields, follow each item listed out in step 2 above
  • Click "Save Changes"
Configure accounts mapping

1. Click the "Accounts" dropdown and click one of the following sync options:

  • All accounts created or updated
    This sync option is the easiest way to sync all accounts created or updated from this point forward. When a new account is created or updated, it will be created or updated in ActiveCampaign the next time the sync runs.
  • All accounts that match specific criteria
    You may want to use this option if you wish to sync accounts that match your set criteria. If the account matches the criteria you set, it will be created or updated in ActiveCampaign the next time the sync runs.

2. If using "All accounts created and updated":

  • Click the "Edit" button
  • Click the ActiveCampaign fields you wish to sync with Microsoft Dynamics 365. You can choose as many fields as you like
  • Click the "Add" button
  • Click each dropdown under the "Dynamics" column and click the Dynamics field you wish to map to
  • Click "Save Changes"

3. If using "All accounts that match certain criteria":

  • Select the field you wish to use to segment your accounts
  • Choose the operator
  • Enter a value for the "Value" field
  • Click the "Add" button
  • A second segmenting option will appear. You may want to use this if you wish to narrow your criteria. If you don't wish to narrow your criteria, click the trash icon
  • To select and map custom fields, follow each item listed out in step 2 above
  • Click "Save Changes"

Setup Step 5: Sync Settings

Once you've completed the data configuration step, you can establish your sync settings. This is done on the "Sync Settings" page. To get there, click "Sync Settings" located on the top navigation menu.

ac_assets/index.html - Dynamics 365

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

ac_assets/index.html - Dynamics 365

Global Sync

This is turned on by default. When on, the one-time "Initial Sync" will run.

To pause data from being synced to ActiveCampaign, click the toggle to set it to the "Off" position.

Data cannot sync from Microsoft Dynamics 365 to ActiveCampaign if this setting is turned off.

Initial Sync

This one-time sync runs when the "Global Sync" toggle is set to "On." All contacts or leads who meet your criteria under "Data Configuration" will be synced from Microsoft Dynamics to ActiveCampaign.

Job Schedule

This is where you configure recurring syncs between Microsoft Dynamics and ActiveCampaign.

To do so, click the "Job Frequency" dropdown then click the schedule option that works best for you. You can choose from the following frequency options:

  • 1 hour
  • 2 hours
  • 4 hours
  • 6 hours
  • 8 hours
  • 12 hours
  • Once daily

The integration setup is now complete. 

It is not possible to force immediate syncs with this integration. Leads and contacts will sync between platforms when the next scheduled sync runs.

Integration next steps

Was this article helpful?
0 out of 0 found this helpful

Have more questions? Submit a request

Start free trial