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. | ||||||||||||||||||||||||
| Authentication Type | The type of authentication you may want to use. The available options are OAuth, Basic, and Other. Based on the type of authentication you select, enter the values for the fields described in the table below:
If you select Other as the authentication type, you need to pass the parameters as key-value pairs separated by comma in the Modify default settings field. | ||||||||||||||||||||||||
| 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. | ||||||||||||||||||||||||
| Modify default settings | The field for entering the additional authentication parameters as key-value pairs separated by comma. | ||||||||||||||||||||||||
| Select Project | The project that you want to associate with the Dynamics CRM account. | ||||||||||||||||||||||||
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