{"data":{"entities":{"widgets":{"27059519-524c-48fd-b316-ca791af14ee6":{"kind":"popup","cta":"NEXT","audio_url":"","options":{"root":{"theme":"light","close_button":false,"prev_button":true,"show_step_number":true,"spot":"hard","hasSpotlight":false,"spotlightColor":"#9939eb","backgroundColor":"#3891a6","borderColor":"#807f93","frameWidth":340,"secondaryButton":false,"backdropColor":"rgba(0, 0, 0, 0.4)"},"description":{"value":"

Integration Product Tour

Hola! follow the steps to experience DiligenceVault's seamless integration with Microsoft Dynamics 365 which helps sync and manage entities with the click of a button.

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Head over to firm settings in the profile section

Click on CRM > Dynamics 365 CRM

Enter your Dynamics 365 credentials to establish a connection between the two platforms. This configuration needs to be done once.

Not sure how to find the credentials from Dynamics 365, please click on the link which will take you to a document guide.

Refer to this document to obtain credentials from Dynamics 365

Enter the credentials and click on configure

This message indicates that the connection between Dynamics 365 and DiligenceVault is successful.

Curious about what entity information we import from Dynamics 365? Click to view the information

Field information for Dynamics and DiligenceVault for Firms entity

Click on the drop down to view the list of entities and their field information

Field information for Dynamics and DiligenceVault for Contacts entity

Click to see how this integration helps you import data

Click on import firms button to sync firms from Dynamics 365 to DiligenceVault

Lets you import all the accounts(firms) present on Dynamics 365.

Import accounts(firms) from Dynamics 365 based on a to and from date range it pulls up the records created or modified within that date range

The list of accounts(firms) imported from Dynamics 365 to DiligenceVault are shown in the list below

Select records you wish to upload to DiligenceVault

Select all records at once by clicking on checkbox located here.

Once the records are selected you can now upload them to DiligenceVault by clicking on this button

Proceed to add data to the platform

Check the email linked to your DiligenceVault account to view the detailed report of the sync. The report contains the detailed information of the sync status of the records.

Wish to import contacts? Click on contacts from the entity list

Click on import contacts button to sync contacts from Dynamics 365 to DiligenceVault

Lets you import all the contacts present on Dynamics 365

Import contacts from Dynamics 365 based on a to and from date range that pulls up the records created or modified within that date range

Import and select records to upload the records

Select all records at once by clicking on checkbox located here.

Once the records are selected you can now upload them to DiligenceVault by clicking on this button

Proceed to add contacts

Check the email linked to your DiligenceVault account to view the detailed report of the sync. The report contains the detailed information of the sync status of the records.

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