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Dynamics CRM Checklist

    DYNAMICS CRM CHECKLIST

    • Configuring Dynamics CRM as an API Provider

      Before Dynamics CRM Entities can be imported into your Magentrix portal, Dynamics CRM must be configured as an API Provider so that the two platforms can communicate.

    • Importing Dynamics CRM Entities

      Database entities held on Dynamics CRM can be imported and synchonized to a Magentrix Entity.

    • Managing Imported Dynamics CRM Entities

      Once imported, Dynamics CRM Entities can be managed in several ways in Magentrix. When Entities are modified in the Dynamics CRM instance, users can resynchronize their Magentrix instance to properly reflect changes by refreshing the imported instance. Users can also edit security role permissions or delete imported Entities.


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