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1. From Survey Designer (or another module), select CRM Connector from the global navigation menu. The option will only appear if the feature is enabled for your company.
Figure 1 - The CRM Connector link in Survey Designer
2. Alternatively, from the Forsta Plus home page, click on the CRM Connector tile - . Again, the option will only appear if the feature is enabled for your company.
Figure 2 - The CRM Connector tile in Forsta Plus
Use of this data connector feature requires both a an MS Dynamics login and a Forsta Professional Authoring login. The feature will log into the MS Dynamics APIs to access the CRM data.