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Microsoft Dynamic CRM Integration - How to install, use & Uninstall Microsoft Dynamics CRM integration in Zluri?

To integrate Microsoft Dynamics CRM with Zluri you have to visit the integrations page in your Zluri workspace & click ‘Connect’ on Microsoft Dynamics CRM.



Integration with Microsoft Dynamics CRM requires authorization from the Microsoft Dynamics CRM administrator. If you have the Microsoft Dynamics CRM Admin credentials you can authorize yourself. Or you can send an invite to your co-worker to complete the authorization.




If you are inviting your co-worker to complete the authorization, You will need to fill his name, email & a note (optional) and we will send an invite to him.


Your co-worker will get an email with a link to complete the authorization. And will see a screen as shown below after he completes the step.

You will be redirected to the Settings page for Microsoft Dynamics CRM to fill Organisation details like API key which you can generally find in profile settings of your Microsoft Dynamics CRM Dashboard

Usage:

Once you authorise Microsoft Dynamics CRM, you will be able to see an overview of how Microsoft Dynamics CRM application is used across your organization.

You will also be able to see which users use Microsoft Dynamics CRM & their details such as last used date, usage & spend allocated to them.


Uninstallation:

To uninstall the app please hover on the Microsoft Dynamics CRM App in the integrations tab & Click 'More Info'. It will open a page like below. You can click 'Disconnect' to disconnect the Application from your Zluri account.


If you are facing any trouble or need further assistance, please write to support@zluri.com

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Microsoft Dynamic CRM Integration - How to install, use & Uninstall Microsoft Dynamics CRM integration in Zluri?

Modified on Wed, 28 Dec 2022 at 01:15 AM

To integrate Microsoft Dynamics CRM with Zluri you have to visit the integrations page in your Zluri workspace & click ‘Connect’ on Microsoft Dynamics CRM.



Integration with Microsoft Dynamics CRM requires authorization from the Microsoft Dynamics CRM administrator. If you have the Microsoft Dynamics CRM Admin credentials you can authorize yourself. Or you can send an invite to your co-worker to complete the authorization.




If you are inviting your co-worker to complete the authorization, You will need to fill his name, email & a note (optional) and we will send an invite to him.


Your co-worker will get an email with a link to complete the authorization. And will see a screen as shown below after he completes the step.

You will be redirected to the Settings page for Microsoft Dynamics CRM to fill Organisation details like API key which you can generally find in profile settings of your Microsoft Dynamics CRM Dashboard

Usage:

Once you authorise Microsoft Dynamics CRM, you will be able to see an overview of how Microsoft Dynamics CRM application is used across your organization.

You will also be able to see which users use Microsoft Dynamics CRM & their details such as last used date, usage & spend allocated to them.


Uninstallation:

To uninstall the app please hover on the Microsoft Dynamics CRM App in the integrations tab & Click 'More Info'. It will open a page like below. You can click 'Disconnect' to disconnect the Application from your Zluri account.


If you are facing any trouble or need further assistance, please write to support@zluri.com

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