Dynamics CRM

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Dynamics CRM Connection Manager


Used with Dynamics CRM Destination and Dynamics CRM Source.



  Version - There are five versions of Dynamics CRM that can be utilized with our Dynamics Connection Manager

o  CRM 4.0

o  CRM 2011

o  CRM 2013

o  CRM 2015

o  CRM 2016

  Server Type - Based on the Version selected, the Server Type will change to reflect the available server types supported

o   Available CRM 4.0 Server Types

  Premise - This is a Dynamics server that is on site.

  Live - An online account with Dynamics Live. When using this server type you should leave the default URL of "crm.dynamics.com" or "CRM4.dynamics.com"

  Hosted - A Server instance hosted off site with a third party

o  Available CRM 2011 and 2013 - 2016 Server Types

  Premise - This is a Dynamics server that is on site.

  Live - An online account with Dynamics Live. When using this server type you should leave the default URL of "crm.dynamics.com" or "crm4.dynamics.com"

  Hosted - A Server instance hosted off site with a third party

  Office 365 - An online account with Dynamics Office 365. When using this server the URL should be left as "disco.crm.dynamics.com"

o  Server URL - URL or IP address used to connect to the Dynamics CRM server

o  User Name - Account used to sign into Dynamics

o  Password - Password for Dynamics account

o  Organization - The organization is a required field that must match the name of the organization setup in the dynamics crm server. If you do not know the name of the organization, you can click the "Get Organizations" button to get a list of organizations form the server.