CRM 2011 Real Time Data Source Settings
The documentation shows a version of this setup screen that does not match what I am seeing.
Thanks in advance,
The documentation might show a UI that may be a bit old, but the UI's in the documentation will be updated with the new version of SmartConnect when it is released in the near future.
In the meantime, refer to the "Credentials" part of this new kb that may assist you. I am not sure what type of CCRM you are using, but this will give you a better understanding of the authentication you may need.
I hope this helps.
How do I verify that I have everything set up properly? I receive no errors during setup and it appears to register fine but I am not getting the results I'm expecting or any errors.?
Do the steps bellow to verify if you have correct settings for real time data source:
Thanks Sarvenaz, I appreciate the response.
I fail at step 1. I can see the web service in IIS Mgr but cannot browse to it.
What should the actual URL be for the Web Service in the SmartConnect Setup window?
SHould this be auto-populated?
I found that I had to enter the value manually, and I also had to open a port on the loca lwindows firewall to allow traffic in.
The URL I used was:
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