Integration of TotalAgility with CRM helps end users to efficiently manage CRM activities, such as creating, retrieving and updating various business unit entities.
TotalAgility provides comprehensive out-of-the-box integration to the Microsoft Dynamics CRM. You can configure TotalAgility to respond to events that occur within Dynamics CRM.
To connect to a Microsoft Dynamics CRM and access one or more business units, provide the following information in TotalAgility:
A name for the CRM System, such as Sales.
The TotalAgility Web Service location (the server location) where the CRM is available, such as <http://192.168.0.7:80/mscrmservices/2007>.
The name and unique CRM ID of the business unit.
The CRM version to use (Pre 2011 to use CRM versions 3 and 4, or Post 2011 to use the version 5).
User credentials to log into CRM.