Discover a seamless integration process! Learn how to connect Dynamics 365 to Upsolve effortlessly for streamlined transactions.
This article guides you through the process of connecting Dynamics 365 to Upsolve, allowing you to seamlessly access your Dynamics 365 data within the Upsolve platform.
Now that you have obtained the necessary integration data and credentials, you can connect Dynamics 365 to Upsolve using the following steps:
Navigate to the data model page in Upsolve.
In the side menu bar, click the “New Data Source” button to initiate the connection process.
In the modal that appears, select “Dynamics 365” as your data source.
Enter a name for your data source, input the credentials you obtained in the previous steps.
Click “Sign in” to create your Dynamics 365 data source.
Congratulations! You’ve successfully connected Dynamics 365 to Upsolve. You can now access and manage your Dynamics 365 data seamlessly within the Upsolve platform.