K2 BLACKPEARL PRODUCT DOCUMENTATION: USER GUIDE
How to create new CRM server connection

How to create a New CRM Server Object

A Microsoft CRM Server must be installed and configured before a CRM Server SmartObject can be configured.

From SharePoint Central Administration do the following:

CRM Server Connection Settings

Connection Settings

Connection Name The name given to the CRM Connection which is displayed.
Description A text description given to the connection

CRM settings

CRM Server URL The Server URL or IP Address of the CRM Server
Organization Name The Organization Name given to the server

Click New

Shown in the image below is an example of how to populate the Connection settings. The settings range from connection name to the CRM Server URL.

CRM Server Connection Settings

Click Ok to continue.

See Also

How to:

 

 


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