{"id":23224,"date":"2020-04-21T16:03:24","date_gmt":"2020-04-21T16:03:24","guid":{"rendered":"https:\/\/www.paribuscloud.com\/help\/?p=23224"},"modified":"2025-05-14T13:52:50","modified_gmt":"2025-05-14T13:52:50","slug":"dynamics-crm-service-manager","status":"publish","type":"post","link":"https:\/\/www.paribuscloud.com\/help\/dynamics-crm-service-manager\/","title":{"rendered":"Microsoft Dynamics 365 CRM Service Manager – Usage Guide"},"content":{"rendered":"

<\/p>\n

Summary<\/h2>\n

All QWARE products that integrate with Microsoft Dynamics 365 CRM use our Microsoft Dynamics 365 CRM Service Manager. \u00a0The Microsoft Dynamics 365 CRM Service Manager assists in defining connections to your Microsoft Dynamics 365 CRM service, with the ability to manage several connections and easily switch between them.<\/p>\n

Defining a CRM Service Connection to CRM Online<\/h2>\n

When needing to connect to a Microsoft Dynamics 365 CRM Online<\/b> instance of D365 (Microsoft hosted), this requires a connection to the Microsoft cloud.<\/p>\n

Use the following\u00a0 steps outlined below to define a Service Manager CRM connection to a CRM Online hosted deployment.<\/p>\n

Using the CRM Service Manager connection dialog:<\/p>\n

\"\"<\/p>\n

To create a new connection, perform the following:<\/p>\n

    \n
  1. Enter a name (alias) for this new service connection, this can be whatever name you wish. As this value will subsequently appear in various areas of your application we greatly recommend using a suitable descriptive name (e.g. “CRM Development Server”, “CRM Production Server”).<\/li>\n
  2. Select the Microsoft Dynamics 365 CRM Deployment Type for Microsoft Dynamics 365 Online.<\/li>\n
  3. Select the geographic region where your CRM Online instance is hosted.<\/li>\n
  4. Specify if you would like to use OAuth as a form of authentication to your hosted Dynamics 365 instance. This would be required if you are planning to use Multi-Factor Authentication (MFA).<\/li>\n
  5. To establish and browse a list of available D365 Organizations you have available, click the […]<\/strong> (ellipse) button – This will require you to authenticate with your D365 Online service.<\/li>\n
  6. If the authentication request was successful, you should see a list of available CRM Organizations – please select the one you wish to connect to.<\/li>\n
  7. Just to confirm all the settings are correct, click the [Test Connection]<\/strong> option – this will require you to authenticate to the selected CRM Organization.<\/li>\n<\/ol>\n

    Click [OK]<\/strong> to save our CRM connection definition.<\/p>\n

    Defining a CRM Service Connection to CRM On-Premise or Federated\/ADSF<\/h2>\n

    When needing to connect to a Microsoft Dynamics 365\/CRM instance on-premise, this may be via Windows Active Directory<\/b> or by Federated\/ADSF<\/b> (Active Directory Federated Services).<\/p>\n

    Use the following steps outlined below to define a Service Manager CRM connection to a CRM on-premise deployment.<\/p>\n

    Using the CRM Service Manager connection dialog:<\/p>\n

    \"\"<\/p>\n

    To create a new connection, perform the following:<\/p>\n

      \n
    1. Enter a name (alias) for this new service connection, this can be whatever name you wish. As this value will subsequently appear in various areas of your application we greatly recommend using a suitable descriptive name (e.g. “CRM Development Server”, “CRM Production Server”).<\/li>\n
    2. Select the Microsoft Dynamics 365 CRM Deployment Type for On-Premise (Federated\/ADFS).<\/li>\n
    3. Enter the name (or IP address) of the CRM server
      \n(Note: You only need just the name – not the “http” part, port number or anything else)<\/li>\n
    4. If the CRM server you are connecting to is configured to use secured connections (e.g. https), you will need to check the Secure Connection<\/b> option.<\/li>\n
    5. Enter the port number for your CRM connection:\n