Getting Started with Recover for Dynamics

    As you get started with Recover for Dynamics we’ve compiled this list of articles, that are most impactful and important for new users to review: 

    1. Online User Guide: You should have received this guide as part of your onboarding. These guides are a good place to start, in case you have not yet reviewed them. The online guide covers the key activities required to set up and begin successfully using Recover.
    2. User Roles: An overview of user roles, what each role can do, and role-based access control. There is also a deep dive into role-based access control, as well as a comprehensive FAQ. 
    3. IP Address Restrictions: Step by step instructions for setting up IP address restrictions, in the web application.
    4. IP Address Whitelist: An overview of the IP addresses that need to be added to the list of acceptable IP ranges in Salesforce. 
    5. Managing API Limits: This article dives into how to set limits for API consumption, what setting API limits does, and how to utilize this feature. 
    6. How to Enable SAML Single Sign-On: This article explains how to set up SSO - how to set up at the IdP, how to set in the Recover UI, and a video walkthrough of the process. 
    7. Common Warnings: This article contains a comprehensive list of common warnings and errors you might encounter, the reasons behind the errors, and solutions to resolve the errors. 
    8. Using Our API: How to utilize the API access we provide to manipulate and export some of your jobs and data in the application.  
    9. Dynamics Authenticated User Permission Requirements: This article explains how to provision a dedicated user for the Recover within Dynamics.

    10. Getting Ready for Recover Onboarding: This article explains a few preliminary steps that need to be executed, before the Recover onboarding session. 

    « Previous ArticleNext Article »

    Contact Us

    Sometimes you just want to talk to someone. Our customer support team is available by phone:
    Request a Technical Support Call Back