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AgileConnect for Dynamics Installation

Step-by-Step Instructions


Fields that are specific to Agile data selects; these fields need to be created during the installation process.

New entities created in your org for accounts, contacts, and leads; these entities need to be created during the installation process.

After the installation of the application, the system goes through overnight to match as many records as possible using our proprietary fuzzy matching algorithm.

A tool where you can query the Agile database for contacts that do not currently exist in your org. Note: You have the capability to prospect both within and outside of your data license.

Records within your org that are not part of your licensed dataset. Agile will update the custom fields for these records.

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

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