Documentation and SupportV6 User Manual ConnectorsHow do I create a Microsoft Dynamics CRM Connector ?

How do I create a Microsoft Dynamics CRM Connector ?

 

How do I create a Microsoft Dynamics CRM Connector?

1. Go to the Navigation.

2. Select the System Menu.

3. Select the Connections Menu.

4. Click on 'Add New Connection'.

5. Fill in the info and choose what type of connection.

  1. Name - Type in the desired name.
  2. Description - Type in the desired description of the connector. (Optional)
  3. Type - Choose what type of connector you wish to create. You can search by typing in this box to find the connector you are looking for and then click on it. For this article we will be choosing the Microsoft Dynamics CRM connector.

6. Fill out the credentials.

These can be found inside your Microsoft Dynamics CRM UI by following the help text below the box.

Follow all of the Microsoft UI instructions.

7. Click Save when finished.

8. Congratulations! You have made a Microsoft Dynamics CRM Connector.