Step 1: Select your CRM
Go to Sources and find your CRM from the list. Click Connect.
Scroll down this article for further instructions depending on your CRM vendor👇
You will need to enter the organization URL. This can be found on the address bar when you are in your MS Dynamics environment.
Copy and paste this URL in the field as show below, then click 'Accept' in the next box shown to connect MS Dynamics with Reveal.
Next: Define your Status Rules
Ready to start using Reveal?
Still have questions about Data Sources?