We have Dynamics as our CRM and I would like to link this up for automation of our onboarding and wondered if anyone had developed code to integrate the 2 stytems?
I want to create an embedded data field for a sales region without manually adding each in a branch, but can't work it out. I uploaded the list of counties with the region as a reusble choices, but can't get the resions to show. I would rather not have to create this manually without branch logic and manual selection.
I have set a loop and merge to assess the list of competitors on each attribute, but would like to ask the top 4 scored attributes of our list of competitors. Does anyone know how I could do this?
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