Data Source Credentials

Owned by Jason Burford (Unlicensed)
Last updated: Nov 28, 2014 by Mark Giagnacovo
2 min read

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.