Once your integration is set up, you can associate your MSCRM record (Account, Opportunity, Lead, Contact) to your Octiv documents without leaving Octiv.
Instructions on how to associate your Dynamics record with a document:
- From the document, click the Properties tab
- Scroll down to Dynamics Opportunity and click Search
- You can select your Account, Opportunity, Lead or Contact on the right drop-down menu
- Use the search bar to find your record
- Click the record you want
- Click Assign (you receive a notification the record is associated with your document)
- Click Refresh variables in the variables tab to associate the information from that record
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