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The CRM Connector for Microsoft Dynamics allows you to transfer data from Microsoft Dynamics into Forsta Plus. This part of the documentation describes the functionality and procedures.
Important
CRM Connector for Microsoft Dynamics works with Microsoft Dynamics-365, the cloud version of the platform. It does NOT support the on-premise version of Microsoft Dynamics.
If you have any questions or you need assistance regarding the CRM Connector for Microsoft Dynamics functionality, contact your Forsta Plus supplier or send an email to support@confirmit.com. Microsoft or their reseller will not be able to assist you with the Forsta Plus application.
To access CRM Connector, the feature must first be enabled in Forsta Plus, then a wizard will be accessible to guide you through the setup process.
Contact your account manager to enable the feature for your company.