Dynamics Installation Guide
Here are the steps that will guide you through setting up Playbooks. Click a step button below to jump to a specific step then follow the ‘Next’ Navigation on each article.
- Install the Playbooks Dynamics Managed Solution
Step by step insturctions to install the Managed Solution to Dynamics.
- Set up the Integrations User in Dynamics
Steps to establish the XANT Integration User and additional CRM configuration.
- Provision a Playbooks Account for Dynamics
XANT just needs a few pieces of information to provision your Playbooks account.
- Additional CRM Configurations for Dynamics
Set your end user security roles and add Playbooks fields to the entity forms.
- Playbooks Manager Application Onboarding for Dynamics
Use this navigating tutorial to complete the final in-app configuration.