Connecting LinkPoint Connect for IBM Notes to Microsoft Dynamics CRM

In this section, you will learn how to connect your Microsoft Dynamics CRM account to the LinkPoint Connect software.

The following steps apply to individual user installation of the LinkPoint Connect for IBM Notes + Microsoft Dynamics CRM. For users in Terminal Services or Citrix environments, please refer to additional documentation.

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Connecting LinkPoint Connect to Microsoft Dynamics CRM

Launch the LinkPoint Assist window, and select Microsoft CRM from the left-hand menu.

Select the Authentication Type from the drop-down list.

Example: In this example, we will demonstrate the connection settings with the Office365 Authentication Type. You will select the type that corresponds with your organizations Microsoft Dynamics CRM set up.

Enter your Server Name, Port Number, and Organization Name/Id in the corresponding fields. Select or deselect the Use HTTPS checkbox as needed.

Enter your User Name, Password, and Confirm the password in the corresponding fields. Click the Test Connection button to attempt to connect with Microsoft Dynamics CRM.

LinkPoint Connect will test the connection to Microsoft Dynamics CRM. This may take a few moments. Click OK once the Test Connection window displays the Connection succeeded message.

Download: Access the complete LinkPoint Connect: Lotus Notes + Salesforce User Guide in .pdf format. Get the User Guide

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