Maintain a Dynamics CRM integration

You can modify and delete a Dynamics CRM integration and also view associations.

  1. Navigate to Integration > Dynamics CRM.

    The CMIS integrations list page appears.

  2. To modify a Dynamics CRM configuration:
    1. Click the Dynamics CRM integration to open for modification.
      The Edit CRM system configuration dialog box is displayed.
    2. Make changes to the settings as needed.
    3. Click Save.
  3. To delete a CRM integration, on the context menu of the CRM site to delete, click Delete.
    On confirmation, the integration is deleted.

View associations

View the list of processes (all types), business rules and forms associated with a CRM compliant site.

  1. Navigate to the Dynamics CRM integrations list page.
  2. On the context menu of the CRM site integration for which to view the associations, click Associations.

    The Integration associations - <CRM site integration name> dialog box displays the following list of associations with name and type: Business processes, case definitions, fragments, business rules, and forms, if any. You can click the name link to open the item in a new browser tab and make changes, as needed.

    Note If the Dynamics CRM (for Dynamics CRM node) integration is configured in any of the versions prior to TotalAgility 7.7.0, on upgrading to 7.8.0, the associated processes for a CRM integration are not listed. You must reconfigure the integration to view the processes using this integration.