The CRM System Resource is used to create a connection to an instance of Microsoft Dynamics CRM 4.0. Once created, the connection can be used by the Receive CRM Event for starting a process when a CRM event is initiated. Additionally, this system resource can also be used to add, edit, or remove entities from a CRM server.
To create a CRM System Resource, complete the following steps:
- Check out the solution.
- Click the Create tab. The Solution Items ribbon menu is displayed.
- Click New Resource. A drop-down list is displayed.
- Select CRM System Resource. The CRM System Resource window is displayed.
- In the CRM System Resource name field, type a name for the new CRM resource.
- In the Metadata Services URL field, type the name of the URL you would like to use as a repository. The format should start with http:// or https://. For example, http://crm/MSCRMServices/2007/MetadataService.asmx.
- In the CRM Service URL field, select an editor and set the field to the CRM URL. The format should start with http:// or https://. For example, http://crm/MSCRMServices/2007/CrmService.asmx.
- In the Organization field, select an editor and set the field to the name of your organization.
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By default, the organization will appear in the upper right corner of the CRM user interface below your user name. |
- From the Credential Type options, select Integrated Credentials or Define Credentials.
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If you select Integrated Credentials, then you are working in a sandbox environment where you have a server with CRM and Bluespring BPM 5 installed and you have been given the System Account permission to access CRM. If this is not the case, then use Define Credentials.
If you select Define Credentials, type the appropriate username, password, and domain, in the corresponding fields. The Password field is encrypted. After you save, check in, and close the document template. The credentials can be made dynamic by using values stored in data items.
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- Click the save button. You created a new CRM System Resource.
