Add Microsoft Dynamics CRM Access Token screen

Adds the settings for a Microsoft Dynamics CRM access token.

How to Start

In the Manage Center, click App Builder > Global Access Tokens.
On the Global Access Tokens screen, click Add Token
On the Add Global Access Tokens > Select Application screen, select Microsoft Dynamics CRM .
Click Next.

Field Name	Definition
Access Token Name	Function: Specifies the unique name for your connection to DynamicsCRM. Accepted Values: A text string that can include letters, numbers, and spaces Default Value: None
Description	Function: A description for your access token. Accepted Values: More than one line of text. Default Value: None
Service URL	Function: Specifies the URL of your Dynamics CRM. Accepted Values: A valid Dynamics CRM URL. Default Value: None
User Name	Function: Specifies the user name for database authentication. Accepted Values: A valid user name. Default Value: None Accepts Process Data Variables: No
Password	Function: The password for the authentication account. Accepted Values: A valid password. Default Value: None Accepts Process Data Variables: No
Test Connection	Function: Makes sure the specified database account is correct.
Encrypt	Function: Holds the access token in the AgilePoint database as encrypted data. Accepted Values: Deselected - The access token is in plain text in the database. Selected - The access token is encrypted in the database. Default Value: Deselected