The next step after activating license is to set the InoLink Settings and enable the following services:
Enable & Connect Dynamics 365 and QuickBooks system
Connect to Dynamics 365 CRM
Connect & Configure QuickBooks
Configure QuickBooks Companies
Set up CRM to QuickBooks integration
Set up QuickBooks to CRM integration
Scheduling Services
Link Existing Customers and Products
For further queries, reach out to us at crm@inogic.com
Last updated 3 years ago
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