Which steps should you follow to configure Dynamics for Marketing with a webinar provider?

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To configure Dynamics 365 for Marketing with a webinar provider, it is essential to initiate the process by creating a webinar provider record. This record serves as the primary staging point for integrating and managing the specifics relating to the provider's services within the Dynamics platform. Subsequently, generating a webinar configuration record is critical as it houses all relevant settings and credentials necessary for the integration to function smoothly.

Establishing an account with the webinar provider is another fundamental step because it ensures that you have the requisite access and permissions to utilize their services. Often, successful integration relies on these credentials being correctly configured and linked within Dynamics 365 for Marketing.

By following these steps, you align the platform's capabilities with the third-party provider's features, allowing for a seamless experience when executing webinars directly from within Dynamics. This approach provides a structured framework to ensure all necessary components are correctly configured for an optimal user experience when setting up and conducting webinars.

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