Dynamics CRM

Integration

Connect your Microsoft Dynamics CRM account and share data automatically

What does the Dynamics CRM integration do?

The Microsoft Dynamics CRM integration allows you to connect your XAI instance to your Dynamics CRM account in order to automatically share and update data between both accounts and centralize your Dynamics CRM data in your XAI instance.

How do I setup the Dynamics CRM integration?

Contact your Customer Success Representative to open up your advanced settings panel, where you'll be able to add your Dynamics CRM account using your Dynamics CRM instance URL, Client ID, and Secret Key. You'll also need to add a webhook from XAI to your Dynamics CRM account, which is specified in XAI and follows the structure https://your-account.xperx.ai/plugins/integrations/authcallback/Dynamics. You'll also be able to specify which fields you want automatically updated, and whether the updates should be bi-directional, XAI to Dynamics, or Dynamics to XAI.

Support for the Dynamics CRM integration

The Xperx team will happily assist you with connecting to your Dynamics CRM account. However, any configurations required on the Dynamics CRM side will be your responsibility.