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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.Customer relationship management (CRM) can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service fields. CRM solutions can deliver ROI through marketing automation, customer service, and sales force automation.

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Info
Ensure that you have downloaded the drivers to use the application in Adeptia Connect.

Field (Account) Information

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Field

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 application, you find a Trigger drop-down list. 

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