Setting Up the MS CRM (Dynamics 365 Sales/Customer Engagement) Integration

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Setting Up the MS CRM (Dynamics 365 Sales/Customer Engagement) Integration

This section takes you through integrating your MS CRM with QuoteWerks. This will allow you to pull MS CRM customer records into sales quotes, create MS CRM opportunities and quotes, create follow up calls, and much more using a single application: QuoteWerks.