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If the server you are operating does not have a data source url and login / password credentials stored, we cannot retrieve details from your data source for available modules/fields.  In this case, you will be prompted to enter the CRM details for your server (this only occurs in newly deployed servers that have no data source defined in Administrator->Global Settings menu).

If your data source details could not be retrieved, 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.