Creating a Dynamics CRM Connection

After creating a project, add a Dynamics CRM connection shared resource to create a connection between the plug-in and the Microsoft Dynamics CRM server.

Prerequisites

The Dynamics CRM Connection shared resource is available at the Resources level. Make sure that you have created a project, as described in Creating a Project.

Procedure

  1. Expand the created project in the Project Explorer view.
  2. Right-click the Resources folder and click New > Dynamics CRM Connection to open the Dynamics CRM Connection wizard.
  3. The resource folder, package name, and resource name of Dynamics CRM Connection are provided by default. If you do not want to use the default configurations, change them accordingly. Click Finish to open the Dynamics CRM Shared Connection Editor.

  4. Configure the fields in the Dynamics CRM Shared Connection Editor.
    See Dynamics CRM Connection for more details.
  5. Click Test Connection to validate the connection.