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Act-On Software

Connecting a Single Microsoft Dynamics Account with Multiple Act-On Accounts

AUDIENCE:  Administrators, Marketing Users, Microsoft Dynamics Administrators
OBJECTIVES:  Discover how you can connect one Microsoft Dynamics account to multiple Act-On accounts

 

Note: Connecting one Microsoft Dynamics account to multiple Act-On accounts requires you to register each user to the corresponding Act-On default marketing url per account. If you need any assistance on configuring the installation package for Microsoft Dynamics, please contact Support.

 

You can connect one Microsoft Dynamics account to multiple Act-On accounts. It's important to pay close attention to the records that are imported to and marketed to in each Act-On account. When your Act-On and Microsoft Dynamics accounts are connected, the Microsoft Dynamics administrator's login is used to make the connection.

It is best to use the Business Units feature in Microsoft Dynamics. For example, in Act-On account #1, connect with a Microsoft Dynamics user who has access to Business Unit A. In Act-On account #2, connect with a Microsoft Dynamics user who has access to Business Unit B. This workflow will allow the leads and contacts to be filtered before being pulled in to Act-On.

Here are a few things that you should be aware of when using multiple Act-On accounts to one Microsoft Dynamics instance:

  • The Activity History displayed will be associated to the Act-On account in which your Sales User license is connected. In the event you would like to combine your Act-On accounts into one, it is important to note that the Act-On activity history cannot be merged or transferred or cross referenced. If you cancel an Act-On account, that history cannot be ported over to a new or existing account. 
  • It is a best practice to create multiple lead scores for each connected Act-On account to ensure that this field is not overwritten in Microsoft Dynamics from two or more Act-On accounts. 
  • Having multiple Act-On accounts means having multiple CNames and multiple webiste tracking beacons. Please ensure that all associated beacons are added to the web pages in which you wish to track.
  • Cookie'd visitors cannot be merged, each record is cookie'd per account. One may be cookie'd in one account but anonymous in another.
  • Lists will need to be imported to both accounts. You can control which records are imported into each Act-On account based on the connected user. 
  • Form pushes could update/override existing data if pushing from two different Act-On instances.
  • If you sync your opt outs back to Microsoft Dynamics, you could potentially be opting out that record in both Act-On accounts. 
  • API calls are used from both Act-On accounts.
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