CRM Entity Service Instance
The CRM entity service instance is used for the SmartObjects which are created while using SharePoint.
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This feature does not currently support the specified service instance authentication mode. |
figure 1 - Service Instance Configuration
If the CRM Server URL and Organizational details were not configured during the installation of K2 then these fields will be displayed in the Service Instance Configuration screen requiring a connection to be made to the CRM Server.
| Service Instance Configuration | |
|---|---|
| CRMServerURL: | Stipulate the CRM Server's URL |
| OrganizationName | Provide the Organization Name |
| Security Provider | NA |
| User Name | User name to access the CRM Server |
| Password | User Password |
| Extra | Provides additional information, for example dll paths needed. Not applicable to this service |
| Impersonate | NA |
figure 2 - Service Instance Configuration
| Service Instance Configuration | |
|---|---|
| System Name | The name given to the Service used by the supporting infrastructure |
| Display Name | The name displayed for the user |
| Description | A description provided by the user |
