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  • PowerExchange Adapters for Informatica 10.4.0
  • All Products

Table of Contents

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  1. Preface
  2. Understanding PowerExchange for Microsoft Dynamics CRM
  3. PowerExchange for Microsoft Dynamics CRM Configuration
  4. Microsoft Dynamics CRM Connections
  5. Microsoft Dynamics CRM Data Objects
  6. Microsoft Dynamics CRM Mappings
  7. Microsoft Dynamics CRM Run-time Processing
  8. Microsoft Dynamics CRM and Transformation Data Types

PowerExchange for Microsoft Dynamics CRM User Guide

PowerExchange for Microsoft Dynamics CRM User Guide

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Creating a Microsoft Dynamics CRM Connection

Creating a Microsoft Dynamics CRM Connection

Create a Microsoft Dynamics CRM connection before you import physical data objects.
  1. On the Developer client, click
    Window
    Preferences
    .
  2. Select
    Informatica
    Connections
    .
  3. Expand the domain in the Available Connections.
  4. Select Microsoft Dynamics CRM Connection and click
    Add
    .
  5. Provide the CRM Server and User Login information and click
    Next
    .
  6. Provide the Configuration Directory and Security Details.
  7. Click
    Test Connection
     to verify the connection to Microsoft Dynamics CRM.
  8. Click
    Finish
    .
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