How to Install the DBSync Package for Dynamics 365

Microsoft

  1. 1. Go to Microsoft AppSource – destination for business apps

  2. 2. Type "dbsync"

    Type "dbsync"

  3. 3. Click on Integration for Dynamics 365/CRM and QuickBooks

    Click on Integration for Dynamics 365/CRM and QuickBooks

  4. 4. Click on Free trial

    Click on Free trial

  5. 5. Click on Select or type an environment

    Click on Select or type an environment

  6. 6. Choose Your Dynamics Environment

    Choose Your Dynamics Environment

  7. 7. Click on Install

    Click on Install

  8. 8. After Installation, You Will See the DBSync App in Your D365 App List. Click on the App to Launch the Initial Setup.

    After Installation, You Will See the DBSync App in Your D365 App List. Click on the App to Launch the Initial Setup.

  9. 9. Pick the Appropriate Application You'd Like to Launch by Selecting "Launch".

    By clicking "Launch", we will create your DBSync account and it will be populated with the default integration template based on your selection.

    NOTE: You also have the option of viewing the relevant documentation for each integration.

    Pick the Appropriate Application You'd Like to Launch by Selecting "Launch".