Important: If you are an existing Formstack Sync customer that is migrating from a previous version of the Microsoft Dynamics Connector to Dynamics v9 , please refer to Upgrading to Dynamics v9 article.
Please follow the instructions below to install your Microsoft Dynamics v9 Connector.
Step 1: From your Sync portal, select Connectors to locate and install the MS Dynamics (v9) Connector.
Step 2: Select Sign in to Microsoft Dynamics (V9) button.
Step 3: Enter in your Dynamics CRM Domain
Make sure to include the "https" and everything up until the end of the ".com" like this " https://mycompany.crm.dynamics.com/"
Step 4: Authenticate Formstack Sync
Note: Make sure the authenticating User that you are logging in with is the appropriate User you want to associate with the Formstack Sync integration. It is often best practice to setup a dedicated user account just for Formstack Sync for auditing purposes. If you want to use a custom user role, reference the Setting up a Custom Integration Role article. We recommend simply using a Full Administrator to avoid issues with the authentication process.
You will be redirected back to Formstack Sync once you have completed the authentication process. Click the "Save" button and your Connector will be successfully installed and authenticated.