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Archive | Office 365 Dynamics CRM

Overview

This workload will perform the following interactions:

  1. Open iexplore web browser

  2. Navigate to specified Office 365 Dynamics CRM login page

  3. Log in with specified user credentials

  4. Navigate to Sales Hub page

  5. Navigate to Leads page

  6. Perform query for a specified Lead name

  7. Open the resultant Lead, from the query

  8. Navigate to Accounts page

  9. Perform query for a specified Account name

  10. Open the resultant Account, from the query

  11. Logout of Dynamics CRM user

  12. Close the web browser

Disclaimer

This workload is provided as-is and might need further configuration and customization to work successfully in each unique environment. For further Professional Services-based customization please consult with the Login VSI Support and Services team. Please refer to the Application Script Recording for further self-help information regarding workload crafting and implementation.

MicrosoftDynamicsCRM365.app

MicrosoftDynamicsCRM365_v1.cs

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