How to Install Microsoft Dynamics 365 CRM in Xvantage™

Overview:

This document outlines the steps to install the Microsoft Dynamics 365 CRM application from the Integrations Hub in Xvantage.

Process:

1. Log in to Xvantage.

2. From the left-hand navigation menu, click Integrations Hub.

3. In the Category section, select CRM.

4. A list of available CRM applications will be displayed.

5. From the list, you can choose to:

   • Click Microsoft Dynamics 365 CRM to view integration-specific details:

     • Overview: description of the application and Current Integration Features

     • More details: available resources such as videos and guides

     • Developer name

     • Application version

     • Last updated date

     • Supported languages

     • Categories

     • Integration type

     • Install button to proceed with installation.

6. Click Install.

7. A pop-up window will appear with the following requirements:

• I have an active Microsoft Dynamics 365 CRM account. You need an active Microsoft Dynamics 365 CRM account to install this app.

• I have completed my business system setup. An incomplete business system setup may block integrations activation. - You can click on View guidance to read about business system setup.

8. You need to check the boxes of the requirements in the Install Integration pop-up window, then select Install to confirm.

9. Once the installation is complete, a confirmation message will appear in the Integrations Hub. The application will also be added to the Manage Apps section for easy access. You may use filters on the Integrations Hub home screen to view your installed applications.