Setting up your Microsoft Dynamics CRM Online integration

By integrating with Microsoft Dynamics CRM Online you can pull information from the CRM and use it to pre-populate document and email templates in SuiteFiles.

Connecting Microsoft Dynamics CRM Online to SuiteFiles

This is done by:

  • Logging in to the SuiteFiles management portal (https://manage.thefullsuite.com) using your SuiteFiles URL and Office 365 user name/password.
  • Click on the CRM Connections link.
  • Click the Connect button in the Microsoft Dynamics CRM section.
  • Enter the URL for your Microsoft Dynamics CRM Online site plus the user name and password for an administrator who can access it. Click the Submit button.

This connects SuiteFiles with Microsoft Dynamics CRM Online. 

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