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Microsoft Dynamics CRM is a customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination.

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Field Name

Description

Account Name

A short, descriptive name that helps you re-use this account in future.

User ID

User ID to log into your Dynamics CRM account.

Password

Password to log into your Dynamics CRM account.

URL

The URL of your organization. This is needed because Microsoft Dynamics CRM is a multi-tenant environment.

A single Microsoft Dynamics CRM server can host multiple business organizations. By specifying the URL, the application can determine the endpoint address URL to access your organization’s business data.

 

Triggers

A Trigger specifies when a particular Transaction will start executing. While configuring the Source of a Template, you need to choose an event. 

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