Integration Overview
The Q for Sales + Microsoft Dynamics integration provides end users with the ability to view account- and opportunity-level information from within Q for Sales. As meetings are processed, Q will automatically associate meetings with Accounts and Opportunities.
Once a meeting has been associated with an Account and Opportunity, Q’s bi-directional integration will log Past Meetings and Action items within CRM on the Account or Opportunity Record. This reduces the amount of time required to update CRM with the activity.
Integration Setup
Dynamics can be connected using OAuth 2.0. The connection options are outlined below.