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
3. The main add-in screen opens
Currently supporting CRM*
iEnterprise CRM
Salesforce.com®
Dynamics 365®
SugarCRM®
Zoho CRM®
Netsuite **
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