Setting up Microsoft Dynamics

Ole Dallerup Updated by Ole Dallerup

Permissions

When you authenticate to Microsoft Dynamics CRM from inside Dreamdata you will have to accept the below permissions. It enables Dreamdata to pull your CRM data such as leads, contacts, accounts and opportunities into the Dreamdata Data Platform.

Dreamdata does not send data back into Microsoft Dynamics CRM and does therefore only require read type of permissions.

How did we do?

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