CRM Configuration

The CRM Configuration screen allows a user to add the details of the CRM Server and the Organizations name. The CRM server details entered on this screen are used to create the Environment Library entry that can be used within the K2 wizards. This screen is optional and the installation will complete without any information being entered.

Ensure that the Microsoft CRM Server is started before adding the information to this screen. CRM integration in K2 such as the CRM Entity Wizard is dependent on the information entered on this screen. 

The CRM Service Instance needs to be created manually using the CRM Server Connections Settings page available in Central Administration under K2 for SharePoint > Data Management.  If the CRM Service Settings screen is left blank during installation it can be configured at a later time by running the Reconfigure option in the K2 Setup Manager. The K2 blackpearl installer will not be able to register and generate CRM SmartObjects against an online CRM server because of the fact that we need credentials to be able to complete registration. The user will need to manually register the instance and generate SmartObjects if an online site is used.

What to do on this page

To configure the CRM Server:

	Type the CRM Server URL  that can be obtained from the main page of the Microsoft CRM Service.
	Add your organizations name as it appears in the CRM Service.
	Use the Test button to check the entered data.
	Click Next to continue.