What Type Of Support Is Available For Microsoft Dynamics CRM?

What Type Of Support Is Available For Microsoft Dynamics CRM?


By adding a Microsoft Dynamics CRM connection to your workspace, you can:
  • Automatically import users into your workspace
    • We will detect users who are already present within your workspace and only suggest adding missing ones
    • You will be able to review and edit the list of users before adding them to your workspace
  • Automatically import and sync sales transactions to your workspace
    • We support any personal, shared, or system view defined within Dynamics CRM
    • You will need to map fields the first time you import transactions
    • Records matching the view will be imported as transactions in your workspace
    • Newly created Dynamics CRM records will be synched to your workspace
    • Modified Dynamics CRM records will be updated in your workspace
    • Deletion of Dynamics CRM records will not result in any deletion in your workspace

To learn more about connections, click here.
To learn more about managing synchronizations, click here.
To learn more about importing transactions, click here.

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