CRM Authentication

Being a super admin, you must configure the CRM Authentication, once you log into the Portal after verifying the email.

You need to authenticate the following configurations:

 

Connection Type: Select the type whether it is Online or On-Premise (IFD).

 

Protocol: Select the protocol that is configured. i.e., HTTPS.

 

Service URL: Insert the CRM URL.

 

– Environment: You can connect Live or Sandbox CRM. It will identify with which CRM you are connected.

 

Authentication Type: Select the type for authentication whether it is Credential or OAuth.

 

If you have selected the Credential, Insert your credentials Username & Password.

 

Note: If you are using a third party with limited access use OAuth, you must insert the AppID & the Client Secret.

 

After inserting the details, click on the Save button to authenticate all the details with the Dynamics PortalXpand.

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