Notes:
CRM integration feature is available on our Grow AI and Scale AI plans. Please contact support if you want to upgrade your plan.
All Teams within the tenant will have access to the available integrations.
If you wish to include custom events in your integration, the user who authorises the Microsoft Dynamics integration must have either the System Customizer or System Administrator security role in Microsoft Dynamics.
1. Tell us to enable the Integrations Hub
Contact your Customer Success Manager or Customer Support to get the Integrations Hub enabled on your account.
2. Accessing the Integrations Hub
To access the Integrations Hub, click on "Integrate” on the left hand menu.
The Integrations screen will show all available integrations in a grid layout.
3. Authorize the integration
Click on the integration you wish to set up and select the "Install now" button.
Follow the additional steps under the “Instructions” tab to configure the integration.
To find your organization's API Host URL, get the base URL of your Dynamics instance. It will look like this:
Note: it may not be crm11, but crm8, crm9, crm10, etc…
You can copy it from the address bar when you’re logged into your Dynamics account.
Once you have it, add .api after the part with your organization.
So, if your base URL is:
You would update it to:
Enter this new URL into the field in Turtl, and save the settings.
4. Authorize access
You will see another button appear labeled "Authorize Turtl to access Dynamics via Oauth". When you click this button, you will be redirected to Microsoft Dynamics and asked to log in if you are not already logged in. After that, you will be asked to review the list of permissions Turtl requires.
After accepting, you will be redirected back to the Turtl page. Below is an example that shows when your integration is working correctly in Turtl.
5. Add an additional Microsoft Dynamics integration
If you need to add another integration, just click the drop down menu on the top right hand corner of the page and follow the steps under the “Instructions” tab to configure the integration.
Note: Any additional integration will need to be applied to a specific workspace or piece of content by Customer Support. Contact your CSM or Customer Support for more information.