Link TotalAgility to Microsoft Dynamics CRM
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Navigate to
.
The Dynamics CRM configuration page appears.
-
Enter an
ID for the Dynamics CRM
server. The system identifies the CRM server with this ID.
Note You cannot edit the ID once the configuration is saved.
- Enter a Display name for the CRM server. This helps you identify the server name in the list.
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Click
New.
The New CRM system configuration dialog box is displayed.
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Select either of the following options to
Configure CRM:
Option
Description
Use discovery service
To retrieve all organizations from a server, do the following:
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Enter the Discovery service URL.
Note 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. -
Enter the Username, Password and Domain.
All organizations from the selected server appear on the Organizations list.
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Select the organization on the Organizations list.
Enter manually
To enter the CRM organization details manually, do the following:
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Enter the server name or IP address in the Server name/IP field.
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Enter the Port number.
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To have a secure (https) connection, select Is secure.
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Go to CRM Server, copy the organization name and paste it in the Organization field.
The specified CRM organization appears on the list in the Dynamics CRM page.
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Enter the Username, Password and Domain.
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- Click Save.