- Updated on 16 Mar 2018
- 1 minute to read
In Decisions Portal navigate to the System > Administration > Features Folder, locate Decisions.MSCRM module and select Install Module action.
Note: to install Module in Decisions please read the following document .
Select YES to begin install
Then, System notifies thatMSCRM Module was installed and Service Host Manager has to be restarted. We restart Service Host Manager .
Add connections by editing the CRMsettings located in System>Settings then in theMSCRM Settings
Enterthe following fields Connection name, Organization URL, Domain, Username, and Password. The connection will be tested upon creation.
Then add entities by navigating to System>Integrations>MSCRM and right-click to select theAdd CRM Entity button**. Edit Entity** settings**.**
The CRM Entity Name should contain a full list of entities. If not, check configuration of connection.
Selecting OK will generate a type for the chosen entity.
New steps (Create, Update, Get By ID, Get All, Delete) will appear in the flow designer, under Data>MSCRM>