To specify CRM server settings
- In YourSite Explorer,
under Enterprise, click Proserv Plugins.
- Click Microsoft CRM.
- Click the CRM Server Settings tab.
- In the Server Domain text box, enter the name of the
domain on which the CRM server resides.
This is only required
for On Premise installations of Microsoft CRM.
- In the Server Address text box, enter the address used
to browse to the CRM server. For example, http://appserver:1010/orgName/.
Ensure
the organization name in Microsoft CRM is specified in the URL unless
you have multiple organizations and wish to screen pop on different
ones.
Web Service Address and Meta Data Address are static
and pre-configured.
- In the UserName text box, type the name used to connect
to the CRM server. For internet-facing deployments of Microsoft
CRM you must specify the domain and username (Example: user@domain.com)
CAUTION:
Passwords cannot be changed.
- In the Password text box, type the password used to connect
to the CRM server.
- Select the This is a Cloud Instance check box if the
CRM instance is a Windows Live ID cloud instance.
- Select the This is an IFD Instance check box if the CRM
instance is an internet-facing deployment.
- Click Save changes.