Introduction
GetAccept offers the ability for a GetAccept event that occurs for a Deal room or Contract to update a Microsoft Dynamics (MSD) property. What happens with your buyers in GetAccept can drive your Dynamics processes automatically.
Example use cases:
Change Deal Stage in MSD based on Contract Signed
Change Deal Stage in MSD based on Contract rejected
Update Deal Stage or other MSD property based on Mutual Action Plan task or milestone completion
Update contact property based on visit to Deal room
Supported Events for Contracts
Signed by all
Signed by individual
Recalled
Rejected
Reviewed
Sealed
Sent
Expired
Supported Events for Deal Room
Visited
Viewed
Published
Unpublished
Deleted
Created
Task updated
Setup
This setup will guide you through how to configure an Event sync profile so that GetAccept events can update your Microsoft Dynamics properties. A profile will need to be created for every specific GetAccept event you want to use.
Prerequisites
Only GetAccept Enterprise customers have access to this capability.
You need to have installed the GetAccept integration (Details here) and to connect GetAccept to Microsoft Dynamics. Steps for connecting GetAccept to MSD below.
Log in to GetAccept
Click Settings in the right hand menu
Select Integrations
Click Connect below the option for Microsoft Dynamics
Enter the domain name for your MSD environment
Click Save
MSD is now connected and our Event Sync feature is enabled
Create a new Event Sync profile in the GetAccept Microsoft Dynamics Integration
Go to an object (e.g. Account or Opportunity) in your MSD environment where the GetAccept integration is enabled.
Open the GetAccept tab and log in to the integration with your GetAccept credentials
Note: You need to be an admin in GA
Click the menu in the top right of the integration
Select Settings
Select the Event sync tab
Click "Add new event sync profile"
Configure Event sync Profile
Set a name for the profile
Activate the profile if it should be used right away
Select the trigger conditions
Select Contract
Select the "Signed by all" event
Select the Dynamics entity to configure as Opportunity for this example
This is where you will be sending your document from in Dynamics with GetAccept
If you send contracts with GA from multiple places in Dynamics, create a separate profile for each main object
Click Continue
Select Dynamics object where you will update Dynamics properties with, in this case we have selected Opportunity
If you need to update multiple Dynamics objects, you will complete set up for the first object and then click on "Add new sync object"
Select the Dynamics property you want to update, in this case we have selected Sales Stage
Select "Update CRM Property" as the Action
Note: Selecting "Pull Data from GetAccept field" as the Action means that you will update the Dynamics property based on recipient filled data in GetAccept. Details here.
Select the "Property value" you want to update the Sales Stage to, in this case we have selected "Close"
For this Dynamics property, it is a dropdown and you will be able to select the exact deal stage you want. If the Dynamics property is a number type, or another type with pre set values, you will see that. If it is a free string field, you will be able to enter the desired input.
Click "Add new sync field" and follow steps 7i through 7k if additional GetAccept input fields are to be synced to Dynamics
Click Save