The Microsoft Dynamics CRM Connector Setup screen within SmartConnect defines the method of connecting to CRM, as well as the default CRM company.
To set up the Microsoft Dynamics CRM connector:
| 1. | Open Setup on the Setup ribbon. |
| 2. | Double click on the SmartConnect Dynamics CRM Connector, or select SmartConnect Dynamics CRM Connector and select the Connector Setup button at the bottom of the screen. This will open the Microsoft Dynamics CRM Connector Setup window. |
| 3. | If users are allowed to overwrite the default CRM server and organization on a map check the Allow overwrite of defaults on Map checkbox. |
| 4. | Enter the default CRM server and port. Do not enter the http/https prefix. |
| 5. | Select the Refresh button to connect to the server and get a list of default Organizations. |
| 6. | 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. |
| 7. | Select the default organization to be used for CRM. |
| 8. | Select OK to save the setup changes. |
Note: If the default security area of the setup screen is not filled out the credentials of the logged in user will be used.