Dynamics 365 - Setup Connection

Created by Paul Mendoza, Modified on Thu, 08 Dec 2022 at 03:57 PM by Paul Mendoza

Create a user in Dynamics

You need to create a user in Dynamics that will have enough permissions on Account and Contact

Verify base User role can Create/Read

This is very important. If Account and Contact ownership is being automatically assigned you need to check this. You should verify the base role for users has permission to Create/Read/Write for Core Records and Account and Contact.

Setting up your connection

  1. In SigParser, go to More ➔Connectors and add the connector for Microsoft Dynamics.
  2. You will need the base URL for your Dynamics instance like
  3. https://mycompany.crm.dynamics.com

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