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• Windows Service Proxy for Microsoft Dynamics 365/CRM  should be installed & the steps are available in the link below:

          http://help.mydbsync.com/docs/display/dbsync/MS+CRM+Service+Proxy.

1. Login into www.mydbsync.com and click on Customer Login.
2. It is necessary to use the on-premise version of DBSync for the integration of Microsoft Dynamics 365/CRM  On-Premise with QuickBooks. The link below can be referred to install an on-premise version of DBSync - http://help.mydbsync.com/docs/display/dbsync/DBSync+On-Premise+Installation. Enter your DBSync global administrator username and password and click on Login.
3. Once logged in, click on "My Home" tab from the menu. Then, click on the Launch button.
4. Click on the Project Microsoft Dynamics 365/CRM  Online to QuickBooks. Then, click on the Connectors button on the left panel.
5. You will see connectors Microsoft Dynamics 365/CRM  & QuickBooks.
6. Click on MSCRM Connector. Enter your Microsoft Dynamics 365/CRM  global administrator username and password. Scroll down to the bottom of the section and click on Validate Connection button to validate your Microsoft Dynamics 365/CRM  credentials & click on Save.
   
   

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