Integration with Microsoft Dynamics CRM (ProjCRMIntegration)
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
To help your project teams and sales teams create and process project quotations more efficiently, you can synchronize data between Microsoft Dynamics AX and Microsoft Dynamics CRM. Data that is entered or updated in one program is automatically changed in the other. You set up this synchronization by installing Connector for Microsoft Dynamics AX. For more information about Connector, see Connector for Microsoft Dynamics on CustomerSource (logon is required).
The Integration with Dynamics CRM configuration key controls access to the form and functions that are used to set up and connect to Microsoft Dynamics CRM for projects.
You can enable or disable this key in the License configuration form.
Forms enabled by the configuration key
The following forms are available when the configuration key is enabled.
Form |
For more information |
|---|---|
Project quotation to Dynamics CRM integration setup |
About synchronizing project information between Microsoft Dynamics AX and Microsoft Dynamics |
Additional information about this configuration key
The following table provides information about how this configuration key relates to other configuration keys and license codes.
Detail |
Description |
|---|---|
License code |
Project III |
Parent key |
Project III |
Child keys |
None |
For more information about how license codes and configuration keys work together, see About license codes and configuration keys.