How to sync Projects from XTEN-AV to Dynamics365?
Once your XTEN-AV account is connected with Dynamics365. The following details will guide you on how to push projects from XTEN-AV to Dynamics365:
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.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_py0ud6.png)
Under the 'Opportunities/Project' option, choose Opportunities that you would like to be pushed (uploaded) from XTEN-AV into your Dynamics365 account by clicking on the 'Push Opportunities' button and clicking on the submit button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1fb5x7s.png)
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_141f3v3.png)
Click on the gear icon, select the documents that you want to send from XTEN-AV to Dynamics365 Opportunity while syncing and click on the save button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_z4fbiw.png)
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1y5bm13.png)
Click on the Sync Opportunities button. Once clicked on it all your chosen projects data from XTEN-AV will be visible on the Dynamics365 account.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_g1sfde.png)
Push project from XTEN-AV to Dynamics365 for an individual project
Go to the project page and inside the “Project Settings” menu click on "Pull / Push Changes from Dynamics365" option.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1vbenr.png)
Select the Projects which you want to Push/Update changes to Dynamics365. You can also select the documents which you want to Push/Update to Dynamics365 by clicking on Customize option.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_7yn814.png)
Please select the documents you want to Push/Update. Click on the Save button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_dfe9c5.png)
All the Pushed/Updated documents (Proposal, Upload floor plan, Rack layout, and Signal Flow diagram, etc) from XTEN-AV to Dynamics365 are visible under the Timeline section on the Dynamics365 account.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_43nmk9.png)
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.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_py0ud6.png)
Under the 'Opportunities/Project' option, choose Opportunities that you would like to be pushed (uploaded) from XTEN-AV into your Dynamics365 account by clicking on the 'Push Opportunities' button and clicking on the submit button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1fb5x7s.png)
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_141f3v3.png)
Click on the gear icon, select the documents that you want to send from XTEN-AV to Dynamics365 Opportunity while syncing and click on the save button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_z4fbiw.png)
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1y5bm13.png)
Click on the Sync Opportunities button. Once clicked on it all your chosen projects data from XTEN-AV will be visible on the Dynamics365 account.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_g1sfde.png)
Push project from XTEN-AV to Dynamics365 for an individual project
Go to the project page and inside the “Project Settings” menu click on "Pull / Push Changes from Dynamics365" option.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_1vbenr.png)
Select the Projects which you want to Push/Update changes to Dynamics365. You can also select the documents which you want to Push/Update to Dynamics365 by clicking on Customize option.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_7yn814.png)
Please select the documents you want to Push/Update. Click on the Save button.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_dfe9c5.png)
All the Pushed/Updated documents (Proposal, Upload floor plan, Rack layout, and Signal Flow diagram, etc) from XTEN-AV to Dynamics365 are visible under the Timeline section on the Dynamics365 account.
![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/image_43nmk9.png)
Updated on: 02/26/2024
Thank you!