Setting up MS Dynamics for d!nk CRM Connector

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To set up Microsoft Dynamics CRM, d!nk solution holding custom objects must be installed. After installing the solution, following steps should be performed:

  1. Connect “Visit analytics” entity to desired entity (for example Appointment) – create One to Many relationship between desired entity and “Visit analytics” entity
  2. Add “Visit analytics” to desired entity as sub grid
  3. Set up security for d!nk custom objects
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