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Quick summary
This guide walks you through installing the Microsoft Dynamics 365 CRM integration from Salesforce AppExchange, covering everything from finding the listing to confirming the installed package in your Salesforce org. Completing this integration connects your Salesforce CRM and Microsoft Dynamics 365 data in a unified workflow without manual data migration.
Steps
- Go to Salesforce AppExchange and search for Microsoft Dynamics 365.
- On the app listing page, click the Try It Free button.
- Select the Try in Sandbox option to proceed safely in a test environment.
- Enter your contact information and click Continue to Installation.
- Log in and install the application into your Salesforce org.
- Click Use Custom Domain to add your Salesforce domain.
- Enter your Salesforce domain and click Continue.
- Choose who you are installing the app for and click Install.
- If prompted, approve Third Party Access and click Continue.
- Access your installed app under Settings > Advanced Setup > Installed Packages.
