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Setting up the Dynamics Integration
Setting up the Dynamics Integration

This article describes how to set up your Dynamics integration and sync features.

Soumya Jud avatar
Written by Soumya Jud
Updated over a week ago

In order to set up your Dynamics integration on SourceWhale simply follow these steps.

Step 1

Navigate to your initials/image in the bottom left-hand corner > Select Integrations from the dropdown menu > Search for Dynamics in the search bar.

Step 2

Enter your Subdomain.

Step 3

Click 'Activate'.

Once the integration is active, you will see a green connected box by the Dynamics icon.


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