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- Navigate to Settings > Integrations > Connectors
- Find the section labeled Microsoft Dynamics
- Enter your Dynamics URL (copy from your browser's address bar when logged in to Dynamics)Enter your Dynamics user name and password, Application Id, and Client Secret.
- Follow the instructions in this video to obtain the information:
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If the information is correct, then you will see a success message like the one below.
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Using the Set-Up Wizard
Once you've connected Dynamics to Lead Liaison, import your users, contacts, and fields with the setup wizard. You can access the setup wizard through Settings > Integrations > CRM. The wizard is a five-step process:
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