Update Dynamics properties based on GetAccept Events

Use our new Event sync profiles to update Microsoft Dynamics properties based on GetAccept events like Contract Signed or Deal Room visited

May 11, 2026

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. You can also layer CRM field conditions on top of GetAccept events, so updates only fire when both the GetAccept event and the conditions on the Dynamics record are met.

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
• When a contract is signed: IF CRM Stage = "Negotiation" AND Amount < $20,000 → set "Onboarding Type" = "Self-serve"; IF CRM Stage = "Negotiation" AND Amount ≥ $20,000 → set "Onboarding Type" = "Dedicated CSM"
• When a proposal is opened by the buyer: IF Stage = "Proposal" AND Amount < $15,000 → set "Forecast Category" = "Pipeline"; IF Stage = "Proposal" AND Amount ≥ $15,000 → set "Forecast Category" = "Best Case"

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• Unpublished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.

1. Log in to GetAccept
2. Click Settings in the right-hand menu
3. Select Integrations
4. Click Connect below the option for Microsoft Dynamics
5. Enter the domain name for your MSD environment
6. Click Save
7. MSD is now connected and our Event Sync feature is enabled

Create a new Event Sync profile in the GetAccept Microsoft Dynamics Integration

1. Go to an object (e.g. Account or Opportunity) in your MSD environment where the GetAccept integration is enabled.
2. Open the GetAccept tab and log in to the integration with your GetAccept credentials
3. Click the menu in the top right of the integration
4. Select Settings
5. Select the Event sync tab
6. Click " Add new event sync profile"
7. 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
8. Click Continue
9. Select Dynamics object where you will update Dynamics properties, in this case we have selected Opportunity
10. Select the Dynamics property you want to update, in this case we have selected Sales Stage
11. Select " Update CRM Property" as the Action
12. Select the " Property value" you want to update the Sales Stage to, in this case we have selected "Close"
13. Click "Add new sync field" and follow the additional steps if needed.
14. Click Save

Add CRM field conditions to an Event sync profile

In addition to triggering on a GetAccept event, you can now require that one or more CRM field conditions are also true before the sync executes. This lets you build conditional logic that combines a GetAccept event with the live state of the Dynamics record, so the right field gets the right value based on real deal context.

Typical examples include:

• When a contract is signed: IF CRM Stage = "Negotiation" AND Amount < $20,000 → set "Onboarding Type" = "Self-serve"; IF CRM Stage = "Negotiation" AND Amount ≥ $20,000 → set "Onboarding Type" = "Dedicated CSM"
• When a proposal is opened by the buyer: IF Stage = "Proposal" AND Amount < $15,000 → set "Forecast Category" = "Pipeline"; IF Stage = "Proposal" AND Amount ≥ $15,000 → set "Forecast Category" = "Best Case"
• When a Deal Room is published: IF Stage = "Proposal" AND Amount < $25,000 → set "Deal Priority" = "Standard"; IF Stage = "Proposal" AND Amount ≥ $25,000 → set "Deal Priority" = "High"

Frequently asked questions

Can I set different rules for different deal sizes or stages?
Yes. Define separate Event sync profiles for each scenario.

Does this replace the original event-based CRM sync?
No, it extends it. The original sync already triggers on a range of GetAccept events.

Who should configure CRM field conditions?
CRM admins and Revenue Operations teams configure the conditions in the GetAccept integration settings in Dynamics.