{"type":"doc","content":[{"type":"paragraph","content":[{"text":"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.","type":"text"}]},{"type":"paragraph","content":[{"text":"For more information, click ","type":"text"},{"text":"here","type":"text","marks":[{"type":"link","attrs":{"href":"https://www.microsoft.com/en-us/dynamics365/what-is-crm"}}]},{"text":".","type":"text"}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"Ensure that you have ","type":"text"},{"text":"downloaded the drivers","type":"text","marks":[{"type":"link","attrs":{"__confluenceMetadata":{"isRenamedTitle":true,"linkType":"page","contentTitle":"Downloading Drivers"},"href":"https://adeptia.atlassian.net/wiki/spaces/AC37/pages/15732278"}}]},{"text":" to use the application in Adeptia Connect.","type":"text"}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Field (Account) Information","type":"text"}]},{"type":"paragraph","content":[{"text":"While configuring the Source or Destination of a Template or Transaction, you need to create an account to connect Microsoft Dynamics CRM with Adeptia Connect. While creating an account, you need to specify the location from where Adeptia Connect will access the data.","type":"text"}]},{"type":"paragraph","content":[{"text":"Click ","type":"text"},{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-media-image","parameters":{"width":"19","id":"c2582b81-1a3c-4f4a-8608-c60bcf68dc4b","collection":"contentId-15730376","height":"20"}}},{"text":" to add an account.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"wide"},"content":[{"type":"media","attrs":{"__fileSize":11908,"__fileMimeType":"image/png","width":801,"id":"ea85d49c-bdad-4be2-9723-9aad8e494331","collection":"contentId-15730376","type":"file","__fileName":"DynamicsCRMAccount.png","height":93}}]},{"type":"paragraph","content":[{"text":"Specify the following information for Dynamics CRM:","type":"text"}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"inline-media-image","parameters":{"width":"600","id":"6e4b2bea-0787-4a81-812b-4c7aec3453ed","collection":"contentId-15730376","height":""}}},{"type":"hardBreak"},{"text":" ","type":"text"}]},{"type":"table","attrs":{"__autoSize":true},"content":[{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Field Name","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Description","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Account Name","type":"text"}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"A short, descriptive name that helps you re-use this account in future.","type":"text"}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Authentication Type","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"The type of authentication you may want to use. The available options are ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]},{"text":"OAuth","type":"text","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#000000"}}]},{"text":", ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]},{"text":"Basic","type":"text","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#000000"}}]},{"text":", and ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]},{"text":"Other","type":"text","marks":[{"type":"strong"},{"type":"textColor","attrs":{"color":"#000000"}}]},{"text":".","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]}]},{"type":"paragraph","content":[{"text":"Based on the type of authentication you select, enter the values for the fields described in the table below:","type":"text","marks":[{"type":"textColor","attrs":{"color":"#202124"}}]}]},{"type":"extension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"nested-table","text":"","parameters":{"cxhtml":"

OAuth
Field	Description
OAuth Grant Type	The way the application should interact with your OAuth provider to obtain access token.
Client ID	The client identifier issued to the client during the application registration process.
Client Secret	The client secret issued to the client during the application registration process.
Tenant ID	Tenant Id of the Dynamics CRM account.
Basic
The Basic authentication type is only available for older CRM accounts created before April 2021.
Field	Description
User ID	User ID to log into your Dynamics CRM account.
Password	Password to log into your Dynamics CRM account.

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