Connect Microsoft Dynamics 365 F&O and Act-on

Connecting Microsoft Dynamics 365 F&O and Act-on for a company could allow financial and operational data to be shared with marketing automation processes. This could support more informed campaign targeting and reporting by making customer and transaction data from Dynamics 365 available for use within Act-on's marketing tools and analytics.

You can build this integration on the System2System platform. We design the connection between Microsoft Dynamics 365 F&O 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 F&O and Act-on?

A company that operates both Microsoft Dynamics 365 F&O and Act-on could benefit from enabling data exchange between the two systems. Such a connection could help ensure that information used for financial operations and marketing campaigns remains consistent and up to date across the organization. Without this connection, staff might have to enter the same data into both systems, which can increase the risk of errors and consume unnecessary time. Over time, records in each system could diverge, leading to situations where decisions are made based on outdated or inconsistent information, which can have a negative impact on operational efficiency and customer engagement. If a connection were established, the kinds of data exchanged could include customer contact details, sales orders, lead information, and campaign results. This could enable marketing teams to use current financial and sales data for more targeted campaigns, while finance and operations teams could access updated customer engagement data for better forecasting and analysis. The actual data that can be exchanged depends on what each system exposes through its API, and is determined per situation.

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 F&O 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.