The below steps grant ExecVision access to your Dynamics instance to allow us to query for data related to call recordings. This process typically takes 5 minutes.
1. Sign into ExecVision using the Integrations User's credentials provided by Sales or Customer Success.
2. Navigate to the Integrations section within the Admin tab to stand up the integration.
3. Click on the Microsoft Dynamics icon to the right of the red traffic light.
4. Follow the prompts to authorize access for ExecVision to connect to your Dynamics instance.
5. Confirm you're redirected back to the Integrations page. If the traffic light is green, please notify your account rep as our Tech Team must finalize the integration following access authorization.