When using one of the iCapture integrations there are 2 distinct steps that must be done.
Documentation is provided below for your specific integration.
iCapture + Microsoft Dynamics CRM
Quickly authenticate your Microsoft Dynamics CRM account to your iCapture account and let the leads flow!
iCapture's advanced integration with Microsoft Dynamics CRM allows you to funnel your incoming leads into either the CO...
Creating your Microsoft Dynamics CRM
iCapture's MS dynamics integration is supported on the following versions
Dynamics 365 (online)
Dynamics 365 (on-premises)
Dynamics CRM 2016
Dynamics CRM Online
If you want to have all captures automatically sen...
Sending Data to your Microsoft Dynamics CRM integration
In order for iCapture to communicate with your Microsoft Dynamics CRM account, you must first create an integration. The integration allows iCapture to send the data over to your 3rd party tool behind the scenes without any user intervention. This ...