Connect Microsoft Dynamics 365 BC and Act-on

Connecting Microsoft Dynamics 365 BC and Act-on for a company could enable the transfer of customer and sales data between the two platforms. This could support coordinated marketing efforts, more accurate lead tracking, and better alignment between sales and marketing teams by using shared data for reporting and campaign management.

You can build this integration on the System2System platform. We design the connection between Microsoft Dynamics 365 BC and Act-on around the way you work — not as an off-the-shelf connector, but to fit your systems.

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Why connect Microsoft Dynamics 365 BC and Act-on?

A company that operates both Microsoft Dynamics 365 BC and Act-on could benefit from connecting these two systems to enable more timely and reliable data exchange. Without such a connection, staff may need to enter the same information into both platforms, which can lead to errors, wasted time, and inconsistencies if records are updated in one system but not the other. This situation could result in business decisions being made based on outdated or incomplete information, particularly if sales, marketing, or financial data diverge between the two systems over time. If a connection were established, the kinds of data exchanged could include customer and contact details, marketing campaign responses, sales leads, and transaction histories. This could help ensure that marketing activities are informed by up-to-date financial and customer data, while sales and finance teams could gain better visibility into campaign effectiveness and lead status. The specific data that can be exchanged depends on what each system exposes through its API, and must be determined for each individual case.

How System2System builds an integration

Connectors

We connect to each system through the interface it offers — an API, a database, a file exchange or a webhook — and handle authentication, rate limits and retries.

Mapping

Fields rarely line up one to one. We map and transform the data so both systems receive it in the shape they expect.

Workflow

We define what triggers an exchange, in which direction data flows and which system takes precedence when the two disagree.

Monitoring

Every exchange is logged. Failures are flagged and can be replayed, so nothing disappears without anyone noticing.

What can actually be exchanged?

That depends on what Microsoft Dynamics 365 BC and Act-on make available through their APIs, on the licences and modules in use, and on the version each system runs. Which records are synchronised, in which direction and how often, is something we determine together before any work starts.

We are happy to look at your specific situation and tell you what is feasible — including when the answer is that it is not.