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

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

There are two ways to backlink a Project to a Microsoft Dynamics Opportunity:

1. On the Projects page
2. Within a specific Project

Backlinking on the Projects Page

1. Navigate to Microsoft Dynamics and copy the URL of the Microsoft Dynamics Opportunity from your web browser
   
2. Then navigate to the Projects List in Loopio, and select the Project Actions icon (⋯) for the Project you would like to connect
   
3. Click Link to Microsoft Dynamics
   
   
4. Paste the URL of the Microsoft Dynamics Opportunity in the pop-up URL or ID field 
   
   
5. Click Enter
   
6. A confirmation modal will appear, informing you that the Project has been linked to the Dynamics Opportunity. You can choose to click OK to continue working in Loopio,or click the 'here' link to go to the linked Opportunity
   

Once linked, you can then access the Dynamics Opportunity from the Loopio Project List page by selecting the Project Actions icon (⋯) on the Project, and clicking Go to Microsoft Dynamics

Backlinking within a Specific Project

To backlink directly within your Project. 

1. Navigate to Microsoft Dynamics and copy the URL of the Microsoft Dynamics Opportunity from your web browser
   
2. Navigate to the specific Loopio Project you would like to backlink
3. Click the Dynamics Icon
   
4. Paste the URL of the Microsoft Dynamics Opportunity
5. Click Link