How to Set Up an Integration with Dynamics CRM With SmartConnect

In this video, we walk through how to set up an integration to Microsoft Dynamics CRM with SmartConnect. You’ll learn how to configure the Target tab by selecting your destination, organization, and entities, along with key options like duplicate detection and advanced messages.

We’ll also cover the Integration tab, where you map source data to target fields, manage updates and deletions, and finalize your integration setup.

By the end, you’ll have a clear understanding of how to configure and save a complete integration process. If you'd like to read the documentation that goes with this, click here.