MS Dynamics CRM integration

The Weagree Wizard’s MS Dynamics CRM integration allows the user to import data from MS Dynamics to automatically fill the entity management’s party database. Party-related data can also be synchronised between the Weagree CLM and Microsoft Dynamics CRM.

Dynamics integration and be enabled and configured as follows:

1. First, ensure that API integrations are enabled. If you open the Configuration Weagree Wizard item on the Administrator page, and no subitem API integrations appears in the list on the left, they are currently disabled. In that case, open the subitem Key functionalities. On the main part of the screen, move the API integrations slider to the right (i.e. “ON”) position and click Save.

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2. Open the API integrations subitem (that has now appeared).

3. Click on Dynamics in the plugin list.

4. The plugin’s settings will be displayed on the right:

a. Set the top switch to the “ON” position to activate Dynamics integration. After activation, a grey checkmark will appear in the plugin list’s right column.
b. Set the second switch to the “ON” position to activate Dynamics’ CRM functionality (other APIs may have multiple, independent functionalities).
c. Insert all required details for Microsoft’s Azure cloud service (if you are unsure about these, please contact your IT department or Microsoft).

5. Click Save.

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