Setting up a Dynamics CRM Connection

  • On the left side options column click Connections.
  • On the Connections page click on Create Connection button.

  • On the New Connection page click on the Microsoft Dynamics CRM icon.

  • The page to configure the Dynamics CRM connection opens.

  • Description – enter a description of the connection.
  • Server Address – Enter the default CRM server and port. Do not enter the http/https prefix.
    • 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.
    • For CRM Online installations just the CRM server name should be entered (e.g. The organization name and port number are not needed.
    • For Internet Facing Deployments, the server name should be prefaced with the discovery service alias (usually dev).
  • Authentication Type – the available options are:
    • Active Directory
    • Internet Facing Deployment
  • Username – 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.
  • Password – enter the password to be used to connect to CRM.
  • Domain – Enter the AD domain of the user to be used to connect to CRM. (Not required for CRM Online, or CRM Online Federation).
  • After the above fields are populated, click Validate. This will validate the connection to Dynamics CRM and also populate the Organization field with the orgs that are available for this connection.
  • Select the Organization to be used.
  • Use SSL – mark this checkbox if SSL encryption will be used for this connection.
  • Allow Meta Updates – mark this checkbox if users are allowed to update meta data information within CRM.
  • Allow SmartConnect to manage Change Tables – mark this checkbox if SmartConnect is to manage the creation of CRM change tables and change transactions.
  • Allow Advanced Messages – mark this checkbox if users are allowed to use the advanced messaging for CRM within SmartConnect.
  • Save the connection.

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