Integration

Pilot + Microsoft Dynamics

Mantené Microsoft Dynamics. Pilot le pone el cerebro IA encima.

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What Microsoft Dynamics does with Pilot

Esta página describe cómo Pilot se conecta con Microsoft Dynamics.

What you can do

Pilot modules that connect

CRM

How to connect it

  1. Abrí Pilot y andá a Configuración > Integraciones.
  2. Buscá Microsoft Dynamics en la lista y hacé clic en Conectar.
  3. Pegá las credenciales que te pide (token, URL, etc.).
  4. Probá la conexión con el botón de test. Si pasa, guardá.
  5. Pilot empieza a sincronizar en segundo plano.

Frequently asked questions

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