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Once you select YES, you will be prompted to enter the CRM Authentication information.

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Here you are asked for:

  • CRM URL - The URL of your Data Source
  • User Sign In ID - The User Name used to sign in to the Data Source.  You should use an ID with Web Services Privileges within the Data Source.
  • Password - The password for the User Name used above.

 

Once you have verified the information entered is correct, click the 'Submit' button.  The Configuration Wizard will then attempt a login with your entered credentials.