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 |
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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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