Configure Microsoft Dynamics CRM for sales contracts

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Configure Microsoft Dynamics CRM to import the sales representatives, sales accounts, and active opportunities data into the tables in the ServiceNow instance for the sales contracts support.

    Before you begin

    Ensure that the administrator has installed and set up spokes for the CRM app you want to configure.
    Microsoft Dynamics CRM spoke v1.3.0 or later version
    For more information on the setup and creating the Microsoft Dynamics CRM account, see Set up Microsoft Dynamics CRM spoke.

    Role required: sn_lg_ops.request_config, sn_lg_contracts.contracts_config, or sn_lg_matter.matter_config

    Procedure

    1. Navigate to All > Legal Administration > Legal Integrations > Integrations.
    2. Create or modify an external app configuration.
      • To create an external app configuration, click New.
      • To modify an existing external app configuration, open the external app configuration from the list.
    3. On the Integration Type page, click the CRM link.
    4. On the form, fill in the fields.
      Table 1. CRM form
      Field Description
      Name Name of the CRM app configuration.
      Description Description of the CRM app configuration.
      Active Option for marking the configuration for CRM app configuration as active.
      Table Table in which the information about sales contracts is stored.
      Condition Filter conditions to determine which CRM app configuration to use.
      Execution order Order in which a CRM app is used for creating contract documents. The system with the lower-order value is chosen first.
      App CRM app such as Microsoft Dynamics CRM.
    5. Save the external app configuration.
      • Save a new external app configuration by clicking Submit.
      • Save the changes to an existing external app configuration by clicking Update.
    6. Click Publish.

    Result

    The configuration for the Microsoft Dynamics CRM app is published and is ready to be used in sales contract review requests.

    What to do next