Dynamics 365 for Sales integration
Creating a Microsoft Dynamics 365 Product Visualize account is as seamless as logging into a user’s current Dynamics 365 for Sales account with their Active Azure Directory credentials. The sales opportunities associated with that user are automatically pulled into the Dynamics 365 Product Visualize mobile application, which makes it effortless to locate the 3D content they want to share. Users can also launch the Dynamics 365 Product Visualize mobile application directly from the Dynamics 365 for Sales opportunity page. This will refresh the 3D content gallery with just the 3D models associated with that opportunity.
For more information about setting up Product Visualize to work with Dynamics 365 for Sales, see these topics: