How to connect with Dynamics365 to XTEN-AV
The XTEN-AV design platform is integrated with Dynamics365 through REST API’s. Data can be exchanged between the platforms in order to utilize the CRM capabilities.
To utilize this, you must have a login on the XTEN-AV platform, on https://app.xtenav.com/.
Similarly, you should have an account on Dynamics365.com.
To connect your Dynamics365 account with XTEN-AV, click on the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Dynamics365' option under the 'Integrations' tab.
Click on “Dynamics365" and enter the required information. Click on the
Once XTEN-AV is connected with your Dynamics365 account, all your accounts, contacts and opportunity data from Dynamics365 will be visible on the XTEN-AV platform.
To utilize this, you must have a login on the XTEN-AV platform, on https://app.xtenav.com/.
Similarly, you should have an account on Dynamics365.com.
To connect your Dynamics365 account with XTEN-AV, click on the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Dynamics365' option under the 'Integrations' tab.
Click on “Dynamics365" and enter the required information. Click on the
Once XTEN-AV is connected with your Dynamics365 account, all your accounts, contacts and opportunity data from Dynamics365 will be visible on the XTEN-AV platform.
Updated on: 02/26/2024
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