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  • Connect to Dynamics 365 CRM profile 

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  • Enter the endpoint URL of your desired profile
  • Click the blue icon Connect to Dynamics 365 CRM
  • A pop-up asking for your Dynamics 365 CRM  credentials will appear on the screen

  • Provide the login credential and click Log In

  • The User Name and Password Organization ID fields are automatically populated

  • Click 'Test Connection' to verify you are connected to the application

  • Click Next

  • You will be redirected to configure your Database.

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