MSCRM Module
  • Updated on 16 Mar 2018
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MSCRM Module

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In Decisions Portal navigate to the System > Administration > Features Folder, locate Decisions.MSCRM module and select Install Module action.
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Note: to install Module in Decisions please read the following  document .
Select YES to begin install
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Then, System notifies thatMSCRM Module was installed and Service Host Manager has to be restarted. We restart Service Host Manager .
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Add connections by editing the CRMsettings located in System>Settings then in theMSCRM Settings
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Enterthe following fields Connection name, Organization URL, Domain, Username, and Password. The connection will be tested upon creation.
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Then add entities by navigating to System>Integrations>MSCRM and right-click to select theAdd CRM Entity button**. Edit Entity** settings**.**
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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>

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