Next on Connector Setup:
Next on Connector Setup:
Read Again:
Read Again:
Connectors are the tools from which you collect the specific data points you want to display in a widget. As long as you have an account with the tool you want to connect with, you can sync this data into Hurree.
Connecting the Microsoft Dynamics Connector in Hurree
1. Navigate to the Add Widget Button
Log in to your Hurree account.
On your dashboard, click the + Add Widget button located at the top right corner.
2. Select the Microsoft Dynamics Connector
On the next screen, you will see a full list of available connectors.
Locate the Microsoft Dynamics card and click the connect icon.
3. Initiate the Connection
A pop-up will appear for the Microsoft Dynamics connector.
Click Connect at the bottom of the pop-up to begin the connection process.
4. Log In and Approve the Connection
After clicking Connect, you will be redirected to the Microsoft Dynamics Authentication screen.
Log in to your Microsoft Dynamics account and approve the connection to sync your data with Hurree.
5. Confirm the Connection
Once successfully connected, the Microsoft Dynamics card will change from Connect to Disconnect, indicating the integration is active.
6. Disconnecting a Connector (Optional)
If you wish to disconnect the Microsoft Dynamics connector in the future, go to your Account Settings.
Navigate to the Connectors tab and select Disconnect on the Microsoft Dynamics card.
By following these steps, you will successfully connect your Microsoft Dynamics account to Hurree and begin using your customer relationship management (CRM) data in widgets.