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  1. Login into www.mydbsync.com and click on Customer Login.
  2. Enter your DBSync User Name and Password and click on Login.
  3. Once logged in, click on "My Home" tab from the menu and click on the Launch button.
  4. Click on the Project MS 365/CRM Online & Sage Intacct.
  5. Click on the button Run Now to run the integration.
  6. You can also run the integration by clicking on the Run Now button in the specified process.
  7. The schedule button can also be used to schedule the integration.

Panel

Profile Setup 

Microsoft CRM

Configuration

Instructions

Username

<<Username>>

Password

<<Password>>

MSCRM Soap URL

https://<<server_name>>/XRMServices/2011/Organization.svc 

Auth Type

Live ID

ProxyHost

If you use a proxy server then, enter the <<proxy ip or host>>

ProxyPort

If you use a proxy server then, enter the <<proxy port>>

ProxyUserName

If you use a proxy server then, enter the <<proxy username>>

ProxyPassword

If you use a proxy server then, ether the <<proxy password>>

Domain