DocuFlow and DocuBuilder have far-reaching integration with Microsoft Dymamics 365 Sales (CRM). This chapter is designed separately for users who want to connect DocuBuilder and DocuFlow to Microsoft Dynamics 365 Sales (CRM) for the first time.

This quickstart contains: the step-by-step plan:

• Linking DocuBuilder and AFAS

• Linking DocuFlow and AFAS

• Creating the buttons in Dynamics 365 Sales

• Managing the DocuBuilder buttons in Dynamics 365 Sales, see: DocuBuilder buttons in Dynamics 365 Salesarchived