Connecting Solver to Your CRM Installation


Logging In

Now that the pre-configuration requirements are complete, you can log into the application. Follow the steps below to begin building the integration.

  1. Log in to Solver Cloud.
  2. Click Data warehouse >> Data >> Integrations >> Add New for a list of available connectors.
  3. If you have purchased the Microsoft Dynamics 365 Sales & Service connector, a checkmark displays in the upper right-hand corner. 
  4. Select this connector and click Create.
  5. Complete the login information
  6. Click Login

You have now connected your Dynamics Sales and Service account to Solver Cloud.

Updated on January 24, 2023

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