Configuring Dynamics CRM as an API Provider
Before Dynamics CRM Entities can be imported into your Magentrix portal, Dynamics CRM must be configured as an API Provider so that the two platforms can communicate.
Requirements
To configure Dynamics CRM as an API Provider, users must be assigned a security role with the following permissions:
- Administrator System Role
To configure Dynamics CRM as an API provider:
- In the Setup Home page, click Extend > Connected Apps.
- Click New.
- Select API Provider and then click Next.
- Select Basic and then click Next.
- Complete the provided fields with your Dynamics CRM credential information:
- Name: DynamicsCrm
- Service URL: Your Dynamics service URL, this will be in the format of "https://mydomain.crm.dynamics.com"
- Username: The username for your non-interactive user to be used for integration
- Password: The password for the non-interactive user
- Security Token: Leave this blank
- Click Save.
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