Link TotalAgility to Microsoft Dynamics CRM

Use the following procedure to link TotalAgility to Dynamics CRM.

  1. Navigate to Integration > Dynamics CRM.

    The Dynamics CRM page appears.

  2. Enter an ID for the Dynamics CRM server. The system identifies the CRM server with this ID.
    You cannot edit the ID once the configuration is saved.
  3. Enter a Display name for the CRM server. This helps you identify the server name in the list.
  4. Click New.

    The New CRM system configuration dialog box is displayed.

  5. Select either of the following options to Configure CRM.

    Option

    Description

    Use discovery service

    To retrieve all organizations from a server, do the following:

    1. Enter the Discovery service URL.

      • You can specify complete URL (for example, http://<server name>/XRMServices/2011/Discovery.svc) or just the server name (for example, http://<server_name> for Discovery service URL.

      • If the "Allow all" system setting is not enabled, you can only enter a Discovery service URL that is whitelisted; otherwise, a message appears stating the connection is denied because the URL connection string is not whitelisted. See Whitelist a web service URL or a database connection string

    2. Enter the User name, Password and Domain.

      All organizations from the selected server appear on the Organization list.

    3. Select the organization on the Organization list.

    Enter manually

    To enter the CRM organization details manually, do the following:

    1. Enter the server name or IP address in the Server name / IP field.

      If the "Allow all" system setting is not enabled, you can only enter a Server name / IP that is whitelisted; otherwise, a message appears stating the connection is denied because the URL connection string is not whitelisted.

    2. Enter the Port number.

    3. To have a secure (https) connection, select Is secure.

    4. Go to CRM Server, copy the organization name and paste it in the Organization field.

      The specified CRM organization appears on the Dynamics CRM page.

    5. Enter the User name, Password and Domain.

  6. Click Save.