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Installing d.velop connect in your Sales environment

You can connect your Microsoft Dynamics 365 Sales environment with the d.velop connect for Dynamics 365 adapter.

This is how it works

  1. In preparation, download the managed solution from the adapter configuration area.

  2. Use an authorized user to open Advanced settings in your Sales environment.

  3. Go to Setup > Customizations > Solutions

  4. Click Import and follow the instructions.

You have now successfully installed d.velop connect for Dynamics 365 Sales.

You will find the current installation package, which you can download, in the app d.velop connect for Microsoft Dynamics 365 in your d.velop cloud tenant.

This is how it works

  1. Click Configuration on the start page in your d.velop cloud tenant.

  2. Navigate to Microsoft Dynamics 365 connections > Download integration.

  3. Download the package for Microsoft Dynamics 365.

To use and install the managed solution, you must first install Plug-In Profiler.

This is how it works

  1. Download the program PluginRegistrationTool from Microsoft if you do not already use it.

  2. Start the program.

  3. Click Create New Connection to create a connection to your Sales environment.

  4. Select the type Office 365.

  5. If you have several instances of Microsoft Dynamics 365 Sales, select Display list of available organizations.

  6. Now log on with a Microsoft Dynamics administrator user account.

  7. If you use several instances of Microsoft Dynamics 365 Sales, select the target instance and click Login.

  8. Click Install Profiler.

You have now successfully installed Plug-In Profiler.