How to Start
- On the Organizer,
do one of these:
- Do one of these:
- Add an activity:
- In the Process Builder, in the Activity Library,
open the Dynamics CRM tab.
- On the Dynamics CRM
tab,
drag the activity onto your process.
- Change an activity:
- In your process, double-click your activity.
- Click Next.
- On the Dynamics CRM field, click Add Token .
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
|