Logging into Engage should be relatively straight forward. Every firm has a specific URL that you use to log into your CRM. Once you obtain that URL from your System Administrator, the following steps will get you signed into Engage.

1. Obtain your firm's Engage URL from your System Administrator
   • URL Examples
     • USA: firmname.crm.dynamics.com
     • Canada: firmname.crm3.dynamics.com
2. Log into Engage -  use your Office 365 credentials
   • Username: the email address associated with your Office 365 account
   • Password: your Office 365 account password
3. Click the Engage Logo

This will take you to Engage, your CRM!

Take a look at these articles to get you started on your Engage journey: Navigating Engage