Login to CRM

**How to Login to your CRM* from the Add-in**

Valid credentials to your CRM* is a requirement:

1. On Gmail, you will see the login page (this displays when you first installed the add-in or you have previously logged-out).

Select a Language if desired

2. a. For Dynamics 365 Connector:

Enter your Dynamics 365 URL.

Click Connect Now button (a dialog box opens).

Enter the Username

Enter the Password

b. For Zoho CRM Connector:

Select your Data Center.

Click Continue button (a dialog box opens).

3. The next screen opens, click on Connect to CRM*

4. Login prompt box for the CRM* opens

5. Enter your credentials (username and password) and Sign-in.

6. Access Permission* prompt opens, click "Accepts" button.

7. Click link or "x" to close the confirmation prompt

8. The main connector screen displays

Currently supporting CRM*

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