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Dynamics CRM

Following are the options specific to Dynamics CRM:

  • Connection Name: Enter a unique Connection Name. This fields accepts letters, numbers, and symbols.

  • URL: Enter the URL to the Dynamics CRM setup.

  • Group/IP Range: Select the Group/IP range from the drop-down.

  • Username: Enter the database username.

  • Password: Enter the database password.

  • Use Connection String: It specifies the information about the data source and the means of connecting to it. Check the Use Connection String checkbox and provide the connection string. Use this option if you want to authenticate the connection using a connection string instead of username and password.

  • Connection Attribute: Select the attribute name from the Connection Attribute drop-down. This functionality allows you to add tags to the created connection.

  • Databases/Schemas: Enter the name of the database in the Filter By Schema/DB Name text box. Check the Include System Schema/DB Name checkbox to include the required schemas and databases and click Fetch Metadata. It will list down the available databases/schemas for the connection.


    Check the databases/schemas name that you want to add as the target databases/schemas. The checked databases or schemas will appear in the Target Databases/Schemas panel.

To proceed further for remaining steps, refer Step 2 in RDBMS Detection Connection.

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