When a contact is loaded in the Microsoft Dynamics Cases App by Highways, the system automatically checks for existing Cases. Important: In this documentation, the word Case and Incident are interchangeable. We will use the Microsoft convention of Case when referring to Cases and Incidents. If found, cases will be displayed below the contact’s primary […]
At present, Highways does not support the creation of Sales Order or Quotes in Dynamics via our Microsoft Dynamics Sales App. This design decision was taken given the complexity of creating Quotes and Sales versus the interface elements available to users in Intercom. To create Sales Orders and Quotes quickly, we recommend jumping directly to […]
Yes! When our Microsoft Dynamics App for Intercom loads, it will automatically check for existing contracts with the given email address. If the contact exists, their information will load. If a contact for the given email does not exist, you will be shown a create contact option: Where you can then specify the name of […]
At present, Highways does not support the creation of cases in Dynamics via our Microsoft Dynamics Cases App. This design decision was taken given the complexity of creating cases versus the elements available to users in Intercom. To create a case quickly, we recommend jumping directly to Dynamics365 via the link available at the base […]
To connect Microsoft Dynamics to Intercom, you can choose from one of the following three Intercom Apps by Highways: Microsoft Dynamics – Our basic app that can be used for viewing and creation of Contacts in MS Dynamics Microsoft Dynamics Sales – Includes our basic app but adds Sales Order & Quote functionality Microsoft Dynamics […]
When a contact is loaded in the Microsoft Dynamics Sale App by Highways, the system automatically checks for existing Sales Orders and Quotes. Important: A contact must have an associated company for the relevant Sales Order and Quote information to be found. If found, they will be displayed below the contact’s primary information To view […]
This guide will show you how to connect Intercom and Microsoft Dynamics using Highways. Connecting Dynamics and Intercom has never been easier – it does not require a developer, but it requires System Admin rights for both Microsoft Dynamics and Intercom. Before Installation The installation process for our Microsoft Dynamics and Intercom integration has mandatory requirements: […]
To get a deeper view of the Microsoft Dynamics contact in Intercom, simply click the name within the canvas: This will launch a deeper dive view of the contact information: Remember, you can open the contact in Dynamics by simply clicking View in Dynamics at the bottom of the canvas.