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How Can I Connect an Existing Loopio Project to a Microsoft Dynamics Opportunity?

Updated

An existing Loopio Project can be connected to an MS Dynamics Opportunity through a process known as backlinking.

 

Tip: Need to unlink your Project from a different Opportunity? Start here: Can I Unlink a Project from MS Dynamics?

To Backlink a Loopio Project to a MS Dynamics Opportunity

  1. Navigate to the Project List page
    Screen_Shot_2021-01-11_at_11.44.20_AM.png
  2. Select the Project Actions (⋯) to the right of the Project you would like to connect
    Screen_Shot_of_Project_on_List_Page_with_Project_Actions_indicated.png
  3. Click Link MS Dynamics Opportunity
  4. Paste the Opportunity ID or URL of the MS Dynamics Opportunity you would like to link to the Loopio Project
  5. Click Link
  6. A confirmation modal will appear, informing you that the connection has been made between the Loopio Project and the MS Dynamics Opportunity
  7. You can now access the MS Dynamics Opportunity from the Project List page by selecting the Project Actions Menu (⋯), and clicking Go to MS Dynamics Opportunity
 

Tip: If you have mapped Loopio Custom Project Fields to MS Dynamics Opportunity fields, you can Refresh your Project to see the updated fields once the Project is linked to the Opportunity. Edits to Custom Project Fields may take up to 10 minutes to be reflected in the MS Dynamics platform.

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