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Connect the Integration User to CRM

By December 9, 2019December 10th, 2020No Comments

Connect the Integration User to CRM

How to connect the Integration User to your CRM

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This guide will walk you through the steps to connecting your newly provisioned Playbooks account to your CRM via the Integration User.  Depending on your CRM, each end user may need to connect to the CRM. This guide is specific for the Integration User.

Related Article: Connect To CRM (for Reps)
Click this message if you are a rep looking to connect Salesforce to Playbooks. Dynamics does not require rend users to connect to Playbooks.

Connecting to CRM

Select your CRM below to view the steps for connecting to the CRM.

  1. When you get to this step of the Setup Wizard, click the Connect button. If nothing happens when you click the button, check for pop-up blockers in your web browser and always allow pop-ups and redirects from https://install.insidesales-playbooks.com.
  2. A Salesforce OAuth 2.0 “Allow Access” window will open and you can click “Allow”.

The Playbooks Manager App is where users and teams are managed, Plays and Robots created, and other account settings can be configured.

The Playbooks administrator needs to be the first user to login to the Playbooks Manager App and authorize a connection between Playbooks and Dynamics. Playbooks requires a link to Dynamics in order to synchronize information between the two systems. This connection is provided by the non-interactive user chosen earlier in this guide.

To Authorize Playbooks to Connect with Dynamics

  1. Open the Playbooks Manager App.
  2. Log in with the administrator email address.
  3. Use the Setup Ribbon to connect with Dynamics.
  4. Enter Office 365 Administrator password and Sign in. (Playbooks does not see or save user credentials.)
    Note: The credentials entered above must be for an Office365 Global Administrator. You may need to select the option to “Switch Accounts” in order to enter different credentials.
  5. Click Accept.

Immediately following authorization, the Playbooks Administrator is presented with a window to enter the Dynamics credentials for the non-interactive user.

  • Username: Type the username for the Dynamics non-interacitve user
  • Password: Dynamics password for the user
  • URL of Dynamics CRM: Navigate to a browser tab with the Dynamics CRM open, copy the URL, then paste it into this field. The Manager App will automatically truncate the URL to the format: https://[CRMorg].crm.dynamics.com

After submitting the above information, the Playbooks Admin will receive a Success message.

With the Dynamics non-interactive user saved on the Playbooks System User page, the two systems will be able to sync and read data bidirectionally.

Additional Configuration

Now that you’re connected and have the package or solution installed, we recommend you complete these additional configuration steps now or as soon as possible for optimal results.

Set these additional configurations for optimal results:

  • Add IP Addresses to Salesforce Network Access. Whitelisting traffic from XANT sources ensures that Playbooks will always be able to create and maintain a network connection required for optimal app performance. This is only necessary if there are IP restrictions enforced on your Playbooks users.
    XANT has multiple NAT gateways for redundancy in each region where services are deployed. You can obtain a list of applicable IP addresses from your XANT Consultant and/or Support team.
  • Partially disable Session Settings. From Setup, browse to Security Controls > Session Settings, and verify that “Lock sessions to the IP address from which they originated” is unchecked.
  • Classic: From Setup, browse to Security Controls>Session Settings, and Verify that “Lock sessions to the IP address from which they originated” is unchecked.
  • Lightning: Search Quick Find for “Session Settings” to configure.
Note: The “Lock sessions to the domain in which they were first used” checkbox does not need to be unchecked. Checking this box will not interfere with Playbooks.

Set these additional configurations for optimal results:

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