Before installing the solution package in your production Dynamics environment, we recommend creating a backup of the environment. We also recommend having your DYN Admin test the solution in a sandbox environment first, as it may impact your environment if your environment is extremely customized.
Here are instructions on how to install the CRM solution package.
If you've purchased the Advanced Starter or Advanced Growth bundle, you will see a HubSpot section on the Lead and Contact forms that contain a list of analytics fields as well as an iframe that contains a mini HubSpot timeline.
Please note that you will only see the iframe/mini HubSpot timeline if you've purchased the Starter or Growth bundle.
Below are screenshots of what the HubSpot sections look like in Dynamics once the solution package has successfully been installed.
HubSpot analytics fields
Iframe/mini HubSpot timeline
