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Protection! SalesForce Connector Microsoft Dynamics - jProductivity

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The document is an Administrator Guide for the Protection! Microsoft Dynamics CRM Connector v1.0, published by jProductivity LLC. It provides detailed instructions on setting up and configuring the Connector, which integrates Protection! Enterprise with Microsoft Dynamics CRM. The guide covers topics such as application customization, product setup, deployment on GlassFish Application Server, and known issues. It outlines workflows for handling customer and license events within Dynamics CRM to ensure accurate data reflection for sales and management.

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What is Microsoft Dynamics connector?

Connector for Outlook and Microsoft Dynamics CRM brings Dynamics CRM to your inbox. It automatically shows the details of the sender inside Dynamics CRM including email address phone number and any related opportunities. It also allows you to file a message in Dynamics CRM with a single click.

What is connector in CRM?

The Microsoft Dynamics CRM connector enables you to move data into and out of the Microsoft Dynamics CRM application. The connector uses a web service that Microsoft provides to interact with their CRM system. Use the connector to query, get, add, modify, and delete various types of records.

Is Microsoft Dynamics part of Office 365?

Dynamics 365 for Customer Engagement is part of the Office 365 collaboration and productivity tools. The Microsoft Office 365 portal provides a single sign-on experience for Office 365 customers where they can sign in once and access any Office 365 application, including Dynamics 365 for Customer Engagement.

What is a connector in Microsoft?

A connector is a proxy or a wrapper around an API that allows the underlying service to talk to Microsoft Power Automate, Microsoft Power Apps, and Azure Logic Apps.

Can Salesforce integrate with Microsoft Dynamics?

Salesforce and Microsoft Dynamics 365 are two of the most popular CRM (Customer Relationship Management) ERP (Enterprise Resource Planning) in the market. While they are both powerful tools on their own, integrating them can provide even greater benefits for your business.

What is Microsoft Dynamics used for?

Dynamics 365 is a set of intelligent business applications that helps you run your entire business and deliver greater results through predictive, AI-driven insights.

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