Setting up MS Dynamics for d!nk CRM Connector


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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