In this article, you will learn how to integrate your MS Dynamics account with Paperflite.
With this integration, you can:
Capture leads from Paperflite and pass them to MS Dynamics
Sync all your deals and track engagement activities on Dynamics
To get started, Log in to your Paperflite account at app.paperflite.com/login with your credentials and head to Settings > Integrations > MS Dynamics.
Enter the domain URL that you can derive from your Dynamics 365 to authenticate.
Note: Please log in to your MS Dynamics account beforehand to get the Instance URL.
Once you’ve added the URL and authenticated it, the window will directly take you to choose which events to sync and publish to your MS Dynamics.
Note: The MS Dynamics integration will be available for all the users only after being set up by any of the administrators on the account.
If you’re an Administrator: The configuration made by you would be the primary configuration on your account
Note: Please follow the instructions above to set up your Primary configuration.
The Primary Configuration passes all the events from Paperflite to the Dynamics account based on the events set by the administrator.
Anddd you’re all set with the MS Dynamics integration!
If you still have any queries, please reach out to support@paperflite.com and we’ll be happy to assist.