How to sync Projects from Dynamics365 to XTEN-AV?
Once your XTEN-AV account is connected with Dynamics365. The following details will guide you on how to pull all accounts from Dynamics365 to XTEN-AV:
Go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Dynamics365' option under the 'Integrations' tab.
Under the 'Opportunities’ option, choose Opportunities that you would like to be pulled (downloaded) from Dynamics365 to your XTEN-AV account by clicking on the 'Pull Opportunities' button and clicking on the submit button.
Click on the 'Sync Opportunities' button. Once clicked on it all your chosen projects data from Dynamics365 will be visible on the XTEN-AV account.
Go to the 'Settings' option, in the top right profile area. Once you click on it, you will find the 'Dynamics365' option under the 'Integrations' tab.
Under the 'Opportunities’ option, choose Opportunities that you would like to be pulled (downloaded) from Dynamics365 to your XTEN-AV account by clicking on the 'Pull Opportunities' button and clicking on the submit button.
Click on the 'Sync Opportunities' button. Once clicked on it all your chosen projects data from Dynamics365 will be visible on the XTEN-AV account.
Updated on: 03/20/2024
Thank you!