Note: You need admin privileges in both SalesScreen and Dynamics CRM to carry out this approach.


Prerequisites

There are two prerequisites for integrating SalesScreen with Dynamics CRM Online. The first one is that you need to have a SalesScreen Pro or Enterprise subscription, and the second is that you need to have a Dynamics CRM Online subscription.


How to

To initialize the integration between the two systems, simply sign in to SalesScreen with an admin user account. Navigate to Company Settings by clicking Manage > Settings. If you don't see a the Manage button at the bottom left of the screen, it means you're signed in with a non-admin user account.


Once there, go to Integrations and proceed to click on Integrate for Microsoft Dynamics CRM Online.

Follow the simple 3-step wizard to set up the integration. Note that the 3rd and final step is to authorize with your Dynamics CRM org through Microsoft's own interface. We suggest that you sign out of any Dynamics 365 accounts beforehand, so that you can choose to sign in with the correct user when carrying out the authorization step.


Upon succesfully authorizing with Dynamics 365, you can navigate to the Dynamics CRM Online integration management dashboard (Manage > Settings > Integrations > Manage Dynamics CRM Online). 

From there, you can choose which Dynamics CRM entities you want to sync and visualize in SalesScreen. This is done by configuring subintegrations.

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