Dynamics 365 CRM

Why this is needed? On the GUMU™ cloud portal, Dynamics 365 CRM acts as a Target as well as a source.

Steps to Login Dynamics:

How this is done? Login to Dynamics. Go to the home page where a list of integrations is available. Currently, integration is already setup for Sage Intacct and Microsoft Dynamics 365. Click on the desired integration from the list, which will launch the dashboard for the selected integration.

Important Note: The UserID mentioned in the connection setting for Dynamic 365 in GUMU™ Portal should be a separate independent user of Dynamic 365 and should not be used for manually data entry in MS Dynamics CRM. The data entry done by this user will be ignored by the integration program and will not integrate to ERP.

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