MS Dynamics CRM 4.0
MS Dynamics CRM 4.0 can be run in three different configurations:
- Locally installed (at your site)
- Partner hosted (using IFD authentication)
- Windows Live or Windows Online
As the configuration is a bit different for each of those configurations, we will expain them separately in the next sections.
MS Dynamics CRM 4.0 locally installed
If your MS Dynamics CRM is installed locally at your site, you need to install a RapidiConnector so that RapidiOnline can access your MS Dynamics CRM:
The fields on the MS Dynamics CRM Data Source Card are setup as follows:
- Description: Enter a text describing the Data Source.
- Authentication Type: Select "Local network"
- Server URL: Specify the URL to the MS Dynamics CRM instance. For example http://192.168.191.120:5555/ or crm.mydomain.com
- Organization Name: Specify the name of your organization. For example MicrosoftCRM or MyCompany
- User ID: Specify the Userid. For example Administrator
- Password: Specify the password for the above userid.
- Domain: Specify the domain name. For example LITWAREINC
MS Dynamics CRM 4.0 partner hosted (using IFD)
If your MS Dynamics CRM is installed at a hosting provider and this hosting provider supports IFD, then use the following setup. If the hosting partner does not support IFD and they are willing to install the RapidiConnector in their network, you can also use the "locally installed" setup.
When using IFD for the Authentication, then all communication is going directly from RapidiOnline servers to/from the hosting partner. So in this case you dont need a local RapidiConnector.
Instead of downloading and installing the RapidiConnector, please use the "Delete" button below the RapidiConnector to remove the RapidiConnector from the DataSource before continuing with the setup.
The fields on the MS Dynamics CRM Data Source Card are setup as follows:
- Description: Enter a text describing the Data Source.
- Authentication Type: Select "IFD"
- Server URL: Specify the URL to the MS Dynamics CRM instance. For example mycompany.crmhost.dk
- Organization Name: Specify the name of your organization. For example MyCompany
- User ID: Specify the Userid. For example Administrator
- Password: Specify the password for the above userid.
- Domain: not used, you can leave it blank
MS Dynamics CRM 4.0 Windows Live / Windows Online
If your MS Dynamics CRM is run by Microsoft in the Windows Live or Windows Online, then use the following setup.
When using Windows Live for the Authentication, then all communication is going directly from RapidiOnline servers to/from the Microsoft Live/Online Servers. So in this case you dont need a local RapidiConnector.
Instead of downloading and installing the RapidiConnector, please use the "Delete" button below the RapidiConnector to remove the RapidiConnector from the DataSource before continuing with the setup.
The fields on the MS Dynamics CRM Data Source Card are setup as follows:
- Description: Enter a text describing the Data Source.
- Authentication Type: Select "Windows Live"
- Server URL: Specify the URL to the MS Dynamics CRM instance. For example mycompany.crm.dynamics.com - for Europe it would be mycompany.crm4.dynamics.com (this is only used to get to the correct discovery service - e.g. dev.crm4.dynamics.com for europe).
- Organization Name: Specify the name of your organization. For example MyCompany. This can be either the unique crm organization name (found under Settings, Customization, Developer Resources and copy the value found under the first entry, “Organization Unique Name”) or you can use the organization Friendly Name (and we will lookup the unique name using the discovery service). We recommend to use the Friendly Name.
- User ID: Specify the Userid. For example myname@msn.com
- Password: Specify the password for the above userid.
- Domain: not used, you can leave it blank
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