CRM Define a new CRM server destination

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SmartConnect 2017

CRM Define a new CRM server destination

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.Select create, 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 CRM2011_Organization CRM Servers button to open the servers window.
4.Enter the default CRM server and port. Do not enter the http/https prefix.
a.For Active Directory installations the server name is required. If the CRM server is not running on port 80 the port number should also be entered.
b.For CRM Online installations the CRM server name should be entered (e.g. A port is not needed.
c.For Internet Facing Deployments, the server name should be prefaced with the discovery service alias (usually dev)
5.Select the required authentication type.
a.Active Directory
b.Internet Facing Deployment
c.Microsoft Online (Live Id)
d.Microsoft Online Federation (provisioned via Microsoft Office 365).
6.Select connect using SSL if https is required to connect to the CRM server. Both CRM Online and Internet Facing Deployments will automatically assume that SSL is to be used.
7.If a single user is to be used to connect SmartConnect and CRM check the User the following credentials when using CRM checkbox. (Note: CRM Online and Internet Facing Deployment installations require definition of a single user to connect to CRM)
a.Enter the username to be used to connect to CRM. (Note: if non standard ports have been used for an IFD installation, the full username may be required to connect to CRM e.g.
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. (Not required for CRM Online)
8.Select the Refresh button to retrieve the list of CRM organizations.
9.Select the default organization to be used for CRM.
10.Select OK to save the server changes.

CRM Destination Setup