Dynamics CRM tab

This section gives full information about the activities on the Dynamics CRM tab.

Good to Know

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources.For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

    • AgilePoint Community Forums - A free, AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.