Maintain a Dynamics CRM integration

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

To open the Dynamics CRM page, navigate to Integration > Dynamics CRM.

See Dynamics CRM.

Modify a Dynamics CRM integration

  1. On the Dynamics CRM page, 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.

Delete a Dynamics CRM integration

On the Dynamics CRM page, on the context menu of the Dynamics CRM site to delete, click Delete.

On confirmation, the site is deleted.

View associations

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

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, the associated processes for a CRM integration are not listed. You must reconfigure the integration to view the processes using this integration.

To view associations, on the Dynamics CRM page, on the context menu of the Dynamics 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.