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.
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.
