If you are a system admin in Microsoft Dynamics 365, you can add the ActiveCampaign Marketing Activities component to your lead and contact forms in Microsoft Dynamics 365. Doing so will let your team see the latest engagement activity for leads and contacts in ActiveCampaign.
Take note
- You must be an admin in Microsoft Dynamics 365 to make these changes
- If any customizations are made using ActiveCampaign components in Microsoft Dynamics 365, you must delete them from the environment before you can remove the ActiveCampaign solution
- This will not affect future updates to the solution from ActiveCampaign
Step 1: Create a custom form in Microsoft Dynamics 365
1. Go to make.powerapps.com and log in with your Microsoft Dynamics 365 credentials.
2. Select the environment you want to work with.
3. Next, you'll need to add a new solution for ActiveCampaign customizations. To do so, click the "Solutions" option on the left sidebar.
4. Click "New Solution."
5. A modal sidebar will appear. Type information into each required field.
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. Click the "Table" option in the dropdown.
3. A "Selected tables" window will open. Click the "Select components" option for either the Contact or Lead table.
4 . Next, click "Forms" at the top of the modal then click the form you wish to add the customization to.
The selected table(s) will be added to the solution and are ready to be customized.
Step 3: Customize the table
1. Click the table you want to add the customization to.
2. Click the form you want to add to the table.
3. The Form Editor will open. Click the "Switch to Classic" button.
4. The Classic Editor will open. Click the parent section you want to add this to. In this example, we'll choose the "Summary" section.
5. Click the "Insert" tab located at the top of the screen.
6. A list of options will appear. Click "Section" then click "One Column."
7. An empty section will appear at the bottom of the selected parent section. Drag the empty section to where you want it to appear on the form.
8. Optional: Set the properties for the section or leave them as is. When finished, click "OK" to close the Section Properties editor.
9. Click the "Insert" tab again at the top of the screen.
Step 4: Set Web Resources properties and publish
1. Click the "Add Web Resources" button. The Add Web Resources window will open.
2. Use the information below to complete the fields in the window:
- Web resource =
ac_assets/recentActivities.html - Name =
WebResource_RecentActivities - Label = AC Recent Activities
- Display label on the Form checkbox = tick the box
- Visible by default checkbox = tick the box
3. Click the "OK" button.
4. Click "Save." The screen will refresh
Step 5: Publish the custom form
To publish the custom form, click the "Publish" option.
Once the customizations are live, make sure to go to Microsoft Dynamics 365 and confirm that the recent activities section has been added to your form.