SalesScreen

Find and copy your Microsoft Dynamics CRM Organization URI to integrate with SalesScreen.

Where can I find our Microsoft Dynamics CRM Organization URI?

Synchronize Dynamics and SalesScreen user accounts in order to visualize users' Dynamics activities in SalesScreen.

How do I synchronize Dynamics and SalesScreen user accounts?

Synchronize users manually in order to visualize their Dynamics activities in SalesScreen.

How do I Synchronize Dynamics Users Manually?

Simon Hordvik

Microsoft Dynamics CRM

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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