Setting Up Dynamics 365 Sales in Integration Hub
The following are the steps to setup Dynamics 365 Sales in Administration Console:
- Add New Customer. Refer to Add New Customer in Knowledge Article.
- Select the Dynamics 365 Sales template to integrate.
Upon selecting the template, a message “Let’s Start” prompts to start configuring the connectivity settings. Change the template name by clicking the Edit button to edit the template name. Otherwise it appears as MyDynamicCRMTemplate.
By default, the name of the template appears as MyDynamicCRMTemplate and can be renamed.
- Upon choosing the Let’s Start button, a Set Connectivity page appears with the following two steps to complete the configurations for connectivity.
Next Step: Step 1 – Set Connectivity of Dynamics 365 Sales in the Integration Hub
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