Note: This integration is read-only, meaning SalesScreen will only retrieve data from Dynamics 365. You need admin privileges in both SalesScreen and Dynamics 365 to carry out this approach.

There are two prerequisites for integrating SalesScreen with Dynamics CRM Online. The first one is that you need to have a SalesScreen Pro or Enterprise subscription, and the second is that you need to have a Dynamics CRM Online subscription.

To initialize the integration between the two systems, simply sign in to SalesScreen with an admin user account. Navigate to Company Settings by clicking Manage > Settings. If you don't see a the Manage button at the bottom left of the screen, it means you're signed in with a non-admin user account.

Once there, go to Integrations and click on Integrate for Microsoft Dynamics CRM Online.

Next, choose "add instance" from the top right and you'll be presented with the authorisation setup.

The integration must be authorized by a Dynamics user that has the necessary privileges to allow SalesScreen to retrieve data across the Dynamics organization.
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You can create an ad-hoc user account in Dynamics to serve as an API-User, or simply utilize an existing system administrator account. We advise using an API-user for this purpose.

In this step, you must provide your Dynamics 365 Online CRM URL. This article describes where to find it.

After you have filled in the Dynamics URI/Domain URL the final step requires you to sign in to your Dynamics organization with an administrator user (or API-user described in Step 1) when clicking "authorise". We suggest that you sign out of any Dynamics accounts beforehand, so that you can sign in with the desired user account when carrying out the authentication and authorization process.

Click on Authorize integration, and you'll be asked to sign in to Dynamics 355 (if not already signed in). Upon successful authentication, you can authorize SalesScreen to access your Dynamics data on behalf of your organization.

If the authorization is successful, you'll be taken back to SalesScreen and presented with a list of your current Dynamics users. You can choose to import Dynamics users to SalesScreen, or map existing SalesScreen users to their Dynamics accounts. Select the relevant users you want to import and click import users.

If you already have users in SalesScreen that you want to map to dynamics, you can filter under the status (can be mapped), select the relevant users and click import users (you'll note in the confirmation that it say X users will be mapped, rather than X users will be added).

Importing of users will create SalesScreen accounts for them, where they will be mapped (connected) to their corresponding Dynamics accounts.

Mapping of existing users lets you connect a Dynamics user to an existing SalesScreen user due to their email or name being identical.

The bottom line is, SalesScreen users must be mapped to their corresponding Dynamics user accounts in order to be credited with their Dynamics activities. They must also be part of a SalesScreen team.

Finally, to retrieve data, we need to define what data we want to retrieve from Dynamics by creating relevant workflows. This is typically done in conjunction with the SalesScreen team. Workflows can created, edited, disabled and deleted from the "workflow" tab on the integration dashboard.

NOTE: Workflows can be modified, paused/resumed and terminated at will from the Dynamics integration dashboard. The integration can also be terminated as a whole from there. Furthermore, Dynamics users can be imported/mapped as you go.
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The integration dashboard can be found by navigating to Manage > Settings > Integrations > Dynamics.