Overview
A key strength of GetAccept’s integrations is making the data from a Deal Room or Contract Room easily accessible and valuable in Microsoft Dynamics. With our commitment to being the Easiest to Use, we have streamlined the process of syncing GetAccept event data directly into the Microsoft Dynamics Activity Timeline. For example, you might want to see when a document has been viewed, or when a Meeting has been added to your Deal Room.
Benefits of Activity Timeline Sync
Automates the creation of Timeline Notes in MSD based on GetAccept activity.
Provides real-time insights into Deal Room and Contract Room interactions.
Eliminates the need for manual setup via Power Automate.
Enhances tracking of key document activities within MSD.
How to Enable Activity Timeline Sync
Step 1: Access GetAccept Admin App
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 Activity Timeline tab
Select the Deal Room & Contract events that should create timeline notes.
Click Save.
Timeline notes for GetAccept Deal Room and Contract Events will appear automatically now.
