Knowledge Base
Setting up an OLEDB Connection
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- Using a Restriction
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- Using an Entity Reference
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- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
Setting up an OLEDB Connection
- On the left side options column click Connections.
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On the Connections page click on Create Connection button.
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On the New Connection page click on the OLEDB icon.
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The OLEDB page opens where the OLEDB connection is configured.
- Enter a Description of the server configuration.
- Enter the OLEDB Connection String.
- Click Validate to validate the connection.
- Once the validation is successful, Save the connection.
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