Skip to main content
Help Center Help Center home page
System status Submit a request Sign in
  1. Help Center
  2. Integrations
  3. Microsoft Dynamics CRM Integration

Microsoft Dynamics CRM Integration

  • Demandbase and Microsoft Dynamics CRM Integration Overview
  • Step 1 (OAuth): Create the Demandbase App in Microsoft Dynamics
  • Step 2 (OAuth): Create Microsoft Dynamics Integration User
  • Step 3 (OAuth): Add Microsoft Dynamics Integration in Demandbase
  • Add Microsoft Dynamics Integration in Demandbase Using Pre-Configured Demandbase App
  • Add the Demandbase App Package in Microsoft Dynamics
  • Define Lead Source for Leads in Microsoft Dynamics
  • Add the Demandbase One for Sales iFrame in Microsoft Dynamics
  • Access the Demandbase One for Sales iFrame in Microsoft Dynamics
  • (Optional) Configure the Demandbase One for Sales Tile in Microsoft Dynamics UCI Sitemap
  • Demandbase Custom Fields in Microsoft Dynamics
  • Mapping of Microsoft Dynamics Fields to Demandbase
  • Set Up Permissions for List Type: Microsoft Dynamics View

© 2024 Copyright Demandbase, Inc.

  • Privacy Notice
  • Terms of Use
  • Cookie Policy
  • Security Policy
  • Do Not Sell My Info