Support for Syncing GetAccept Event Data into Microsoft Dynamics Timeline

Learn how GetAccept syncs deal and contract activity data into Microsoft Dynamics so your team can access all information in one place.

Updated over a month ago

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

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

Note: You need to be an admin in GA

3. Click the menu in the top right of the integration

4. Select Settings

5. Select the Activity Timeline tab

6. Select the Deal Room & Contract events that should create timeline notes.

7. Click Save.

8. Timeline notes for GetAccept Deal Room and Contract Events will appear automatically now.