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How to setup Microsoft Dynamics Sales
How to setup Microsoft Dynamics Sales
Chris Zuby avatar
Written by Chris Zuby
Updated over a week ago

The Microsoft Dynamics API connection is used to import data such as Opportunities and Accounts.

Follow the steps below to connect setup the Microsoft Dynamics connection:

  1. Log into Prelay.

  2. Go to Settings > Integrations > Microsoft Dynamics.

  3. Paste your Server URL. This can be found in your web browser's address bar when using Microsoft Dynamics. For example "https://org21b95230.crm.dynamics.com/"

  4. Click Connect

    1. If asked to choose an account, pick the one corresponding to the Microsoft Dynamics server you would like to connect.

  5. Click Accept for the requested permissions

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