---
sourceDocument: Xanadu Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/employee-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Configure Microsoft Dynamics CRM for sales contracts

# Configure Microsoft Dynamics CRM for sales contracts {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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](https://www.servicenow.com/docs/access?context=microsoft-dynamics-crm-spoke&version=xanadu&pubname=xanadu-integrate-applications&ft:locale=en-US)
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](https://www.servicenow.com/docs/access?context=setup-ms-dynamics-crm&version=xanadu&pubname=xanadu-integrate-applications&ft:locale=en-US).

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

## Procedure

1. Navigate to AllLegal AdministrationLegal IntegrationsIntegrations.
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.
   {#integrate-legal-ms-dynamics-crm__choices_dv2_rcr_4nb}
3. On the Integration Type page, click the CRM link.
4. On the form, fill in the fields.  
   {#integrate-legal-ms-dynamics-crm__table_contract_request_form__entry__2}

   | 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. |
   [Table 1. CRM form]

   {#integrate-legal-ms-dynamics-crm__table_contract_request_form}
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.
   {#integrate-legal-ms-dynamics-crm__choices_tkl_qfr_4nb}
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

* [Schedule import set jobs to pull data from the CRM system](https://servicenow-prod.fluidtopics.net/gXzEXWVCHRllw0DhOtWPHQ "Schedule import set jobs to pull sales representatives and associated sales accounts and active opportunities data from the CRM system into the ServiceNow instance.")
* [Create a deflection rule for sales contracts](https://servicenow-prod.fluidtopics.net/PX7ecwdYfJHnyeewcq5Vmg "Create a deflection rule for providing guidance to requesters for a sales contract based on the specified conditions.")
{#integrate-legal-ms-dynamics-crm__ul_jky_p53_gtb}

*[\>]: and then