Adding a Dynamics 365 Sales Connector

Published: Sep 01, 2023

Adding a Dynamics 365 Sales Connector

Published: Sep 01, 2023

How to add a Dynamics 365 Sales connector

1. Under the main menu, select Connectors from the left navigation to open the Connectors page.

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2. Select Add connector.

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3. Select the Dynamics 365 Sales connector.

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4. Select Login online as the Connection type. Enter the URL for your Dynamics 365 Sales site. Include the https:// at the start of the URL.

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‍5. If you want to restrict users to only the records that they have access to, select Require each Popdock user to enter their own credentials for this connector.

6. Select Connect and then log into your Microsoft account.

Need further help with adding your Dynamics 365 Sales Connector? Email support@eonesolutions.com

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How to add a Dynamics 365 Sales connector

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