Microsoft Dynamics C5

Created by Louise Persson, Modified on Thu, 15 Jan at 10:00 AM by Louise Persson

Visualize your financial and operational data from Microsoft C5 with an integration to IntraManager Board. Turn your numbers into live dashboards and team motivation.


Set up data source


To set up the Microsoft Dynamics C5 integration with Board, simply follow these steps:

  1. Go to Settings > Integrations
  2. Click on Create Integration and select Microsoft Dynamics C5
  3. Insert the following
    1. Hostname / IP adress to the server (required) 
    2. Port to the server (required) 
    3. Username (required) 
    4. Password (required)
    5. Database (not required)
  4. Proceed by clicking Next
  5. Then, click on Check credentials to verify whether the details entered are correct
  6. Finish by clicking Save

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