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.

Additional_Resources_Web 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

Step_1 Launch the LinkPoint Assist window, and select Microsoft CRM from the left-hand menu.



Step_2 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.

Step_3 Enter your Server Name, Port Number, and Organization Name/Id in the corresponding fields. Select or deselect the Use HTTPS checkbox as needed.


Step_4 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.


Step_5 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_WebDownload: Access the complete LinkPoint Connect: Lotus Notes + Salesforce User Guide in .pdf format. Get the User Guide

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