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ApplicationsMicrosoft Dynamics 365 Sales/CRM

Setup Steps

DLH.io Setup Guide for Microsoft Dynamics 365 Sales/CRM

Setup Instructions

Using the form in the DLH.io portal please complete the following basic steps:

  1. Enter a Name or Alias for this connection, in the 'Name/Alias' field, that is unique from other connectors
  2. Enter a Target Schema Prefix, a name which will be the prefix for the schema at the target destination to where your data will sync
  3. Click the Authorize Your Account button and sign in to Microsoft Dynamics 365 Sales/CRM with a user that can read the data you want to sync
  4. Click the Save & Test button. Once your credentials are accepted you should be able to see a successful connection.
  5. Navigate to Sync Bridges to create a Sync Bridge from this source to your destination

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