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Link TotalAgility to Microsoft Dynamics CRM

Use the following procedure to link TotalAgility to Dynamics CRM.

  1. Navigate to Integration > Dynamics CRM.

    The Dynamics CRM page appears.

  2. Click New.

    The New CRM system configuration dialog box is displayed.

  3. Enter an ID for the Dynamics CRM server. The system identifies the CRM server with this ID.
    You cannot edit the ID once the configuration is saved.
  4. Enter a Display name for the CRM server. This helps you identify the server's name in the list.
  5. Select either option for Type:

    • Online: To connect the Dynamics CRM server online, you must provide authentication credentials for OAuth along with the client ID.

      1. Enter the CRM Location in the box.

      2. To log in, select either option for Authentication.

        OAuth (Default)

        Enter the username, password, and client ID in the respective fields.

        OAuth (external)

        Enter the secret name for the username and password, and client ID stored in the configured external storage.

        You cannot configure events for the "Online" type, as the events are not supported for this type. For more information on Microsoft Dynamics CRM events, see Configure TotalAgility actions resulting from Microsoft Dynamics CRM events.

    • On-Premise: By default, the Dynamics CRM is accessed using username and password. Select either option to Configure CRM to either retrieve organizations from a server or enter the CRM organization details manually.

      Option

      Description

      Use discovery service

      To retrieve all organizations from a server, do the following:

      1. Enter the Discovery service URL.

        • You can specify complete URL (for example, http://<server name>/XRMServices/2011/Discovery.svc) or just the server name (for example, http://<server_name> for Discovery service URL.

        • If the "Allow all" system setting is not enabled, you can only enter a Discovery service URL that is whitelisted; otherwise, a message appears stating the connection is denied because the URL connection string is not whitelisted. See Whitelist a web service URL or a database connection string

      2. To log in, select either option for Authentication.

        Basic (Default)

        Enter the username, password, and domain in the respective fields.

        Basic (external)

        Enter the secret name for the username and password stored in the configured external storage.

      3. All organizations from the selected server appear on the Organization list. Select the organization you want.

      Enter manually

      To enter the CRM organization details manually, do the following:

      1. Enter the server name or IP address in the Server Name/IP field.

        If the "Allow all" system setting is not enabled, you can only enter a Server name / IP that is whitelisted; otherwise, a message appears stating the connection is denied because the URL connection string is not whitelisted.

      2. Enter the Port number.

      3. To have a secure (https) connection, select Is secure.

      4. Go to CRM Server, copy the organization name, and paste it in the Organization field.

        The specified CRM organization appears on the Dynamics CRM page.

      5. To log in, select either option for Authentication.

        Basic (Default)

        Enter the username, password, and domain in the respective fields.

        Basic (external)

        Enter the secret name for the username and password stored in the configured external storage.

  6. Click Save.