Connect Microsoft Dynamics 365 F&SCM and Act-on

Connecting Microsoft Dynamics 365 F&SCM and Act-on could enable the transfer of business data between enterprise resource planning and marketing automation functions. This could support coordinated workflows, such as synchronizing customer records or campaign performance data, and help ensure that information used in financial and operational planning reflects the latest marketing activities and outcomes.

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

A company that operates both Microsoft Dynamics 365 F&SCM and Act-on could benefit from connecting the two systems to enable data to flow automatically between finance, supply chain, and marketing functions. Without such a connection, teams could face issues such as having to enter the same data into both systems, which increases the risk of errors and wastes time. There is also the risk that customer or transaction records could get out of sync, leading to situations where marketing acts on outdated information or finance teams make decisions based on incomplete data. This could result in missed opportunities or operational inefficiencies. If a connection were established, it could allow for exchange of data such as customer contact details, sales orders, marketing campaign responses, and lead information. For example, marketing insights from Act-on could inform sales and finance planning in Dynamics 365 F&SCM, while sales and customer status updates from Dynamics could help marketing teams in Act-on target the right audience. The specific data that can be exchanged would depend on the APIs and data models each system supports, and would need to be determined for each individual 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&SCM 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.