Connect and configure Microsoft Dynamics with GoTo Connect
Integrate GoTo Connect with Microsoft Dynamics to share messages, call logs, and voicemail transcriptions from GoTo Connect to Microsoft Dynamics.
Important: A Super Admin must purchase the integrations bundle from your sales rep before setting up the integration using the steps below. Customer Engagement accounts have the integration bundle already included.
Connect Microsoft Dynamics to GoTo Connect for the first time
Before you begin:
- You must be assigned the Super Admin role to perform this task.
- You must be assigned as an admin on your organization’s Microsoft Dynamics account to perform this task.
Enable workflows
Before you begin: You must be assigned the
Admin role to perform this task.
Note: Message history won’t update to Microsoft Dynamics real time, they will be updated at the end of each day.