Salesforce dynamics crm integration
- George Apostolov
Salesforce dynamics crm integration: step-by-step guide
Go to Salesforce AppExchange and search for Microsoft Dynamics 365.
On the App page, click on the Try It Free button.
Select the Try in Sandbox option to continue.
Enter your contact information and click on the Continue to Installation button.
Now, you are set to log in and install the application.
Click on Use Custom Domain to add your Salesforce domain.
Add your Salesforce domain and hit Continue.
Choose who you are installing the app for and hit Install.
You might be asked to approve Third Party Access. Allow access and hit Continue.
You will find your apps in the Installed packages in Settings > Advanced Setup > Installed Packages.
Quick answer: To integrate Microsoft Dynamics 365, search the AppExchange in Salesforce, click Try It Free, select Try in Sandbox, and enter your contact details. Continue to installation, add your custom domain, choose who to install for, and click Install. Approve Third Party Access if requested, then find your apps under Installed Packages.
About this Salesforce tutorial
Install and configure Microsoft Dynamics 365 within Salesforce by navigating the AppExchange, handling sandbox installation, and approving access. This guide covers salesforce dynamics crm integration in 10 steps, starting with "Go to Salesforce AppExchange and search for Microsoft Dynamics 365" and finishing with "You will find your apps in the Installed packages in Settings > Advanced Setup > Instal...". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce dynamics crm integration take?
10 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce and Microsoft. Related guides: Salesforce office 365 integration, Pagerduty salesforce integration and Pandadoc salesforce integration. Last reviewed 05 Oct 2026.
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