Set up the Daktela Integration
Enter Your Dynamics 365 Details Into Daktela
In Daktela, go to Manage → Integrations and click Configure under Dynamics 365.
Select into which CRM Database you want to synchronise your data.
Enter your Dynamics 365 URL into the Instance URI field.
Enter your Application ID from the first step into the Application ID field.
Enter the Client secret Value from the second step into the Application secret field.
Click Authorise.
Map Your CRM Fields
A list of your Daktela CRM fields will open. Select the Dynamics 365 field you want to synchronise with each field in Daktela.
Click Activate.