The main step of setting up the integration between SalesScreen and Dynamics CRM is to sign in with a Dynamics CRM user account, in order to authorize access to Dynamics CRM data. We refer to this user as the API user. The user account acts as the bridge between the two systems and needs to have admin privileges in order to retrieve records across the organization.


NOTE

You can simply utilize a user account with the System Administrator role as the API user. Click here if you want to find out if your Dynamics user account has this role. 

If you'd rather create a new user account with the sole purpose to be utilized as the API user, follow these steps.

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