Edit Microsoft Dynamics CRM Access Token screen

Changes the settings for a Microsoft Dynamics CRM access token.



How to Start

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

Fields

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