If the destination for a CRM map is a different server from the default server a new connection may be added to the map.
To define a new CRM server:
1. | Open Map >> Open, or select the Maps Quick Link and double click on the map to be edited. |
2. | If creating a new map enter the map id, description, data source, key field and CRM destination information. |
3. | Select the CRM Servers button to open the server window. |
4. | Enter the name of the CRM server and port. Note: do not enter the http/https part of the path. |
5. | If a single user is to be used to connect SmartConnect and CRM check the User the following credentials when using CRM checkbox. |
a. | Enter the username to be used to connect to CRM. |
b. | Enter the password to be used to connect to CRM. |
c. | Enter the AD domain of the user to be used to connect to CRM. |
d. | Enter the authentication type required to connect to CRM. |
e. | Select the Refresh button to retrieve the list of CRM organizations. |
6. | Select the organization to be used for this map. |
7. | Select OK to save the connection details. |
