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Gainsight Inc.

Create Connection

This article is the second in a series of Microsoft Dynamics 365 connector articles. Gainsight recommends you refer to the initial articles and then proceed with this article.

This article explains how to establish a connection between Gainsight NXT and a Dynamics CRM instance. After reading this article, admins can connect Gainsight NXT to a Dynamics CRM instance.

Overview

A connection is a link between a Gainsight NXT tenant and a Dynamics CRM instance. After you establish a connection to your Dynamics CRM instance, you can authorize the connection and start syncing data from Dynamics CRM to Gainsight NXT.

IMPORTANT: You can create only a single connection in Dynamics 365 Connector. A connection can be associated to only a single Dynamics CRM instance org.

Create Connection

This section describes the procedural steps involved in creating a connection between a Dynamics CRM instance and Gainsight NXT. You must give the Dynamics CRM URL in this section. However, the validation of the connection is done while authorizing the connection.

To create a connection:

  1. Navigate to Administration > Operations > Connectors 2.0.
  2. Click the Microsoft Dynamics 365 card.
  3. Click the Create Connection icon. The Add Connection Details dialog is displayed.

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  1. Provide the following details:
    1. Enter a name for the connection in the Name field.
    2. Enter the URL of your Dynamics CRM. You cannot edit this field, once the connection is created.
  2. Click CREATE.

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