Pricefx for MS Dynamics Installation

To integrate Pricefx with MS Dynamics, you can follow these two procedures:

MS Dynamics old interface:

• Configure MS Dynamics Dashboard

• Configure Account/Opportunity Integration

MS Dynamics Unified Interface:

• Configure Account/Opportunity Integration Unified Interface

After the configuration is completed, log in to the related Pricefx partition and configure SAML. The exact configuration steps depend on your SAML implementation (the directory service you are using, etc.).

If you require any assistance with the installation and configuration, feel free to open a support ticket at https://support.pricefx.eu/helpdesk.