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 the Projects List, and select the Gear Icon for the Project you would like to connect
   
2. Click Link to Dynamics Opportunity
   
   
3. Paste the URL of the Microsoft Dynamics Opportunity you would like to link to the Loopio Project
   
   
4. Click OK
   
5. A confirmation modal will appear, informing you that the connection has been made between the Loopio Project and the Microsoft Dynamics Opportunity
   
   
6. You can access the Dynamics Opportunity by selecting the Gear Icon, and clicking Go to Dynamics Opportunity
   
   

You can now monitor the Project from Microsoft Dynamics, or click (View in Loopio) to navigate to the Project’s page in Loopio (this will require a Loopio License to view)

Backlinking within a Specific Project

1. Navigate to the specific Project you would like to backlink
2. Click the Dynamics Icon
   
3. Paste the link to your Microsoft Dynamics Opportunity 
4. Click Link
   
   

You can now monitor the Project from Microsoft Dynamics or click (View in Loopio) to navigate back to the Project’s page in Loopio