Knowledge

This article provides a step-by-step guide on enabling OAuth 2 in Microsoft Dynamics in order to establish a connection between the portal and the CRM....

For entities to be synced between Dynamics CRM and Magentrix, entity auditing must be enabled. Follow these instructions to enable auditing in your Dynamics CRM....

This article covers how to resolve the error: The number of elements in the select list exceeds the maximum allowed number of 4096 elements....

The error message "Use one of these records?" indicates that the user may be attempting to create or update a record that already exists. This error is system-generated by Salesforce and is triggered by the duplication prevention settings that have been configured in the Salesforce instance your portal is connected to....

The entity permissions within the portal can be configured through a variety of options, including "Private" and "Controlled by Account."...