Microsoft Dynamics CRM
The TotalAgility provides comprehensive out-of-the-box integration to the Microsoft Dynamics CRM.
Integration of TotalAgility with CRM helps end users to efficiently manage CRM activities, such as creating, retrieving and updating various business unit entities.
You can configure TotalAgility to respond to events that occur within Dynamics CRM.
See Configure the TotalAgility actions resulting from Microsoft Dynamics CRM events for more information.
To connect to a Microsoft Dynamics CRM and access one or more business units, provide the following information in TotalAgility:
This section describes the following: