If you are hosting Dynamics in the cloud, click here for steps on how to install a cloud version of Dynamics 2016.
If you are self-hosting your Dynamics CRM, follow these steps to install the Dynamics 2016 Connector.
The Connector settings will look something like the below once you are finished with each step:
IMPORTANT: In order for a self-hosted Dynamics CRM to connect to Formstack Sync, it must have Internet Facing Deployment (IFD) and be using Active Directory Federation Services (ADF).
Step 1: Choose Federation from the Authentication Type
Step 2: Enter in your CRM Domain. You do not need to enter in the HTTPS (i.e. crm.bedrockdata.com)
Step 3: Enter in your CRM user name making sure to use the "\" format (i.e. bedrockdata.com\svc_bedrock)
Step 4: Enter in the above user's password and hit Save.
You should see a green success message after hitting save. If you do not, reach out to our support team for further assistance at email@example.com.