Boost your productivity and enhance your workflows by accessing Preqin data directly from your Dynamics 365 Sales environment. Instantly sync Preqin firm and contact information with your existing data, ensuring you have the most up-to-date intelligence and eliminating the need to navigate between Dynamics 365 Sales and Preqin Pro.
Environment creation
To successfully install the plugin, the user must have system administrator rights in the Microsoft Dynamics 365 Sales environment.
The first step to install the Preqin for Dynamics 365 Sales plugin is to create a new environment in Dynamics. To do so, simply follow these easy steps.
Link: https://admin.powerplatform.microsoft.com/
Importing solutions into Dynamics 365 Sales
Link: https://admin.powerplatform.microsoft.com/
Granting access to users
Adding Preqin Connector to the account page
Form configuration
To configure your account page with a customized form, simply follow these easy steps:
Creating a new section on the account page
To create the new section, simply follow these steps:
Adding Preqin Connector to the contact page
24-hour rule setting
Link 1: https://www.nuget.org/packages/Microsoft.CrmSdk.XrmTooling.PluginRegistrationTool
Link 2: https://community.dynamics.com/blogs/post/?postid=ec5b4dd5-acd5-4975-b989-7c4cacac2fbd
Link: https://www.c-sharpcorner.com/article/creating-word-counter-custom-workflow-activity-in-dynamics-365/
Account Delete Plugin option
The Account Delete Plugin is an optional plugin which is automatically called upon if an account is deleted, and will erase its existing relationships. To activate it, simply follow the steps below:
Troubleshooting
If you run into any issues or questions that are not covered in this document, please contact us via datadelivery@preqin.com.