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AgileConnect for Dynamics Installation

Step-by-Step Instructions

Best Practices

You can also prospect outside of your license; this has an associated fee. See the Prospecting page for more information.

Purge inactive personnel and institutions on a regular basis. The Institution Status Text and the Personnel Status Text indicate whether the record is active/inactive/closed.

When two (or more) records have the same Agile UID, this indicates that they are duplicates and can be merged.

Speak with a Consultant     |     866.782.0241 x 108     |     [email protected]

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