Microsoft Dynamics CRM

The TotalAgility provides comprehensive out-of-the-box integration to the Microsoft Dynamics CRM.

Integration of TotalAgility with CRM helps end users to efficiently manage CRM activities, such as creating, retrieving and updating various business unit entities.

You can configure TotalAgility to respond to events that occur within Dynamics CRM.

See Configure the TotalAgility actions resulting from Microsoft Dynamics CRM events for more information.

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.

This section describes the following: