CRM Connection

This setting allows you to review your DQ for Dynamics/Workbooks CRM account details. 

To navigate to this screen please click on the 'Settings' cog and then navigate to the ‘CRM Connection’ tile:

Following this, you will be shown the 'CRM Connection Details’ screen below:

This screen displays the following details to the User:

Customer Details: Apart from ‘Customer Name’ you will be able to update the following details;

• Customer Name
• Address Line 1
• Address Line 2
• City
• State
• Country
• Postcode/Zip

Admin Details: You will be able to edit and Update the following information;

• First Name
• Last Name
• Phone
• Email

CRM Details: You will be able to view following CRM details:

• Instance Name (Read Only)
• CRM Type (Read Only)
• Organisation URL (Read Only)
• User ID (Read and Write)
• Password (Read and Write)
• Deployment Type (Read Only)
• Time Zone (Read Only)

Customer Access: You can only read the following details:

• Customer Type
• User Limit
• Package
• Package Value
• Expiry Date

Save: Clicking on the update button, you will able to save the changes made.

Test CRM Connection: Clicking on the “Test CRM Connection”, you able to check the CRM connection status.

If the connection is successful, the following message will be displayed in the top-right of the screen.

If the connection is not successful because of invalid credentials, the following message will be displayed in the top-right of the .