User Setup
- Login at https://app.sellingtozebras.com
- Go to User Profile by clicking on the user image in the top right corner of the app
- At the bottom of the User Profile page, In the Integration section, click the green Dynamics 365 LINK button
- Disable Pop-Up Blocker if prompted
- Enter your Dynamics credentials in the new browser tab that opens.
- Dynamics will be set to automatically sync.
- Selling to Zebras will sync the account, opportunity, and contact fields listed below if sync has been enabled by your admin.
Fields Synced
Account fields:
- Annual Revenue
- Company Type*
- Industry
- Name
- Number of Employees
- Owner
- Phone Number
- Website
Opportunity fields:
- Amount
- Close Date
- Industry
- Name
- Number of Employees
- Owner
- Probability
- Total Zebra Score*
- Zebra Score Changed*
Contact fields:
- Assistant
- First Name
- Home Phone
- Job Title
- Last Name
- Mobile Phone
- Title (Mr. Mrs.)
- Work Email
- Work Phone
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