K2 BLACKPEARL PRODUCT DOCUMENTATION: USER GUIDE
CRM Server Entities Selection
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CRM Server Entities Selection

This step requires an active CRM server instance to call the CRM entities.

Shown below is an EXAMPLE selection of CRM Entities which have been extracted from the available CRM Server. The SmartObject is created based on the selection made from this page. Items not selected will be excluded.

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The User can Select All, or the user can do the following

  1. Click on Entity Relationships
  2. The User can Select all for this Entity Subsection, as indicated by the red arrow
  3. For individual selection, select just the items that is required
CRM Entities Selection

CRM Entities Selection
To complete the selection scroll down for final configuration and SmartObject completion

 Advanced Settings: To disable SmartObject generation enable the setting below. This will however still result in the Service Objects being generated

Advanced Settings

Advanced Settings
Click Create to complete the K2 SmartObject generation
See Also

How to:

KB001324 - How to register a service instance for Microsoft Dynamic CRM 2011 Online.

 

 

K2 blackpearl Help 4.6.11 (4.12060.1731.0)