QGate Microsoft Dynamics 365 / CRM Service Manager – Usage Guide

Summary

All QGate products that integrate with Microsoft Dynamics 365/CRM use the QGate Microsoft Dynamics 365 / CRM Service Manager.  The QGate Microsoft Dynamics 365 / CRM Service Manager assists in defining connections to your Microsoft Dynamics 365 / CRM service, with the ability to manage several connections and easily switch between them.

Defining a CRM Service Connection to CRM Online

When needing to connect to a Microsoft Dynamics 365 / CRM Online instance of CRM (Microsoft hosted), this requires a connection to the Microsoft cloud.

Use the follow steps outlined below to define a Service Manager CRM connection to a CRM Online hosted deployment.

Using the CRM Service Manager connection dialog:

QGate Microsoft Dynamics 365 / CRM Service Manager

To create a new connection, perform the following:

  1. Enter a name (alias) for this new service connection, this can be whatever name you wish. As this value will subsequently appear in various areas of your application we greatly recommend using a suitable descriptive name (e.g. “CRM Development Server”, “CRM Production Server”).
  2. Select the version of the CRM server that you are connecting to, in the case of CRM 2015 or above, select the option “CRM 2015 (or above)”.
  3. Select the type of CRM deployment you are connecting to.  As this section is focused upon connecting to Microsoft Dynamics 365/CRM Online, select Microsoft CRM Online for this option.
  4. Select the geographic region where your CRM Online instance is hosted.
  5. Select the login authentication method for your CRM Online connection:
    • If you are using Microsoft Office365 credentials to connect to your CRM Online instance then select Microsoft Online Services
    • If you are using Microsoft Live credentials to connect to your CRM Online instance then select Windows Live ID (Legacy)
  6. To establish and browse a list of available CRM Organizations you have available, click the […] (ellipse) button – This will require you to authenticate with your CRM Online service.
  7. If the authentication request was successful, you should see a list of available CRM Organizations – please select the one you wish to connect to.
  8. Just to confirm all the settings are correct, click the [Test Connection] option – this will require you to authenticate to the selected CRM Organization.

Click [OK] to save our CRM connection definition.

 

Defining a CRM Service Connection to CRM On-Premise or Federated/ADSF

When needing to connect to a Microsoft Dynamics 365/CRM instance on-premise, this may be via Windows Active Directory or by Federated/ADSF (Active Directory Federated Services).

Use the follow steps outlined below to define a Service Manager CRM connection to a CRM on-premise deployment.

Using the CRM Service Manager connection dialog:

CRM Service Manager IFD

To create a new connection, perform the following:

  1. Enter a name (alias) for this new service connection, this can be whatever name you wish. As this value will subsequently appear in various areas of your application we greatly recommend using a suitable descriptive name (e.g. “CRM Development Server”, “CRM Production Server”).
  2. Select the version of the CRM server that you are connecting to, in the case of CRM 2015 or above, select the option “CRM 2015 (or above)”.
  3. Select the type of CRM deployment you are connecting to.  As this section is focused upon connecting to Microsoft Dynamics 365/CRM for On-Premise or Federated/ADFS deployments of CRM, select one of the following:
    • Select On-Premise (Federated/ADFS) to connect to an On-Premise deployment of CRM which provides Internet facing connectivity (Active Directory Federated Services – ADFS).
    • Select On-Premise (Active Directory) to connect to an On-Premise deployment which is only accessible from within the corporate network environment.
    • (If you are not sure which authentication to use try each one until it is successful)
  4. Enter the name (or IP address) of the CRM server
    (Note: You only need just the name – not the “http” part, port number or anything else)
  5. If the CRM server you are connecting to is configured to use secured connections (e.g. https), you will need to check the Secure Connection option.
  6. Enter the port number for your CRM connection:
    • The default port number for Federated/ADFS (secured) connections is typically 443.
    • The default port number for On-Premise (internal) connections is typically 80.
  7. To establish and browse a list of available CRM Organizations you have available, click the […] (ellipse) button – This will require you to authenticate with your CRM Online service.
  8. If the authentication request was successful, you should see a list of available CRM Organizations – please select the one you wish to connect to.
  9. Just to confirm all the settings are correct, click the [Test Connection] option – this will require you to authenticate to the selected CRM Organization.

Click [OK] to save our CRM connection definition.

 Related Resources:
Further Information:


See the intelli-CTi Help Center User Guidelines for important considerations of use.