Dynamics CRM Resource (Magic xpi 3.x)
The Dynamics CRM Resource Setting window contains the following parameters (parameters in bold are mandatory):
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Server
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The IP address of the Dynamics CRM server.
Enter the required IP address or click  to open the Environment Variables List. Here, you can select an environment variable to use as the server's IP address.
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Domain
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The Dynamics CRM server domain name.
Enter the required domain name or click to open the Environment Variables List. Here, you can select an environment variable to use as the domain name.
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User Name
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The user name identifies you to the Dynamics CRM system.
Enter a user name or click to open the Environment Variables List. Here, you can select an environment variable to use as the user name.
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Password
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The password confirms your identity to the Dynamics CRM system.
Enter a password or click to open the Environment Variables List. Here, you can select an environment variable to use as a password.
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Organization
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The Dynamics CRM organization name.
Enter the required organization name or click to open the Environment Variables List. Here, you can select an environment variable to use as the organization name.
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Secured Connection
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Determines whether you want to establish a secured connection to the Dynamics CRM system. Select one of the following from the drop-down list:
Since version: V3.2 SP2a
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Deployment Type
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Determines which Dynamics CRM deployment type you want to work with. Select one of the following from the drop-down list:
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On Premise (default)
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On Demand
Since version: V3.2 SP2a
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Subscription Type
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Determines how you subscribe to your on-demand Dynamics CRM system. Select one of the following from the drop-down list:
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Partner Hosted (default)
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Microsoft Hosted
This parameter is available only if the Deployment Type parameter (above) is set to On Demand.
Since version: V3.2 SP2a
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The Dynamics CRM resource also gives you the following buttons:
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Validate
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Click this button to verify that the connection to the Dynamics CRM server is valid. You will receive a message indicating that the connection is established, or an error message if the connection failed.
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Organizations
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This button fetches the list of organization names from the Dynamics CRM server, and opens the Organizations List.
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Entities
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This button fetches the list of entities from the Dynamics CRM server, and opens the Entities List. In this dialog box, you can click Reload to repeat this process.
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Note:
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The Entities List has to be built in the resource; otherwise, you will not be able to get the list in the step.
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Since version:
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V3.1 SP1
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