{"id":1166,"date":"2013-09-20T14:59:13","date_gmt":"2013-09-20T14:59:13","guid":{"rendered":"http:\/\/knowledge.qgate.co.uk\/?p=1166"},"modified":"2025-03-26T12:45:07","modified_gmt":"2025-03-26T12:45:07","slug":"dynamics-crm-service-manager","status":"publish","type":"post","link":"https:\/\/www.intellicti.com\/help\/dynamics-crm-service-manager\/","title":{"rendered":"QGate Microsoft Dynamics 365 \/ CRM Service Manager – Usage Guide"},"content":{"rendered":"

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Summary<\/h2>\n

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.<\/p>\n

intelli-CTi provides <\/span>interactive guides<\/span><\/a> for setting up, installing and configuring the product. You can follow an interactive guide for configuration a connection to Microsoft Dynamics 365 <\/span>here<\/span><\/a>.<\/span><\/p>\n

Defining a CRM Service Connection to CRM Online<\/h2>\n

When needing to connect to a Microsoft Dynamics 365 \/ CRM Online<\/b> instance of D365 (Microsoft hosted), this requires a connection to the Microsoft cloud.<\/p>\n

Use the follow steps outlined below to define a Service Manager CRM connection to a CRM Online hosted deployment.<\/p>\n

Using the CRM Service Manager connection dialog:<\/p>\n

\"\"<\/p>\n

To create a new connection, perform the following:<\/p>\n

    \n
  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”).<\/li>\n
  2. Select the Microsoft Dynamics 365\/CRM Deployment Type for Microsoft Dynamics 365 Online.<\/li>\n
  3. Select the geographic region where your CRM Online instance is hosted.<\/li>\n
  4. Specify if you would like to use OAuth as a form of authentication to your hosted Dynamics 365 instance. This would be required if you are planning to use Multi-Factor Authentication (MFA).<\/li>\n
  5. To establish and browse a list of available D365 Organizations you have available, click the […]<\/strong> (ellipse) button – This will require you to authenticate with your D365 Online service.<\/li>\n
  6. If the authentication request was successful, you should see a list of available CRM Organizations – please select the one you wish to connect to.<\/li>\n
  7. Just to confirm all the settings are correct, click the [Test Connection]<\/strong> option – this will require you to authenticate to the selected CRM Organization.<\/li>\n<\/ol>\n

    Click [OK]<\/strong> to save our CRM connection definition.<\/p>\n

    Defining a CRM Service Connection to CRM On-Premise or Federated\/ADSF<\/h2>\n

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

    Use the following steps outlined below to define a Service Manager CRM connection to a CRM on-premise deployment.<\/p>\n

    Using the CRM Service Manager connection dialog:<\/p>\n

    \"\"<\/p>\n

    To create a new connection, perform the following:<\/p>\n

      \n
    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”).<\/li>\n
    2. Select the Microsoft Dynamics 365\/CRM Deployment Type for On-Premise (Federated\/ADFS).<\/li>\n
    3. Enter the name (or IP address) of the CRM server
      \n(Note: You only need just the name – not the “http” part, port number or anything else)<\/li>\n
    4. 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<\/b> option.<\/li>\n
    5. Enter the port number for your CRM connection:\n