Follow

Create Your First CRM System Feed

Create Your First CRM System Feed

To create your first CRM system feed perform the following actions

From Microsoft Dynamics CRM

Create a new Personal View. For example, to create a Personal View for Opportunities…perform the following actions

  1. Click SalesOpportunities
  2. Click View
  3. Click New Personal View
  4. Click Edit Columns
  5. Click Add Columns
  6. Select Modified On
  7. Click Configure Sorting
    1. In the Sort By select Modified On
    2. Ensure Ascending Order is selected
    3. Click OK
    4. Click Save
    5. In the name specify MyFirstPulseView

From Neudesic Pulse

  1. 11.     From Neudesic Pulse, logged in as an Administrator, click Systems
  2. 12.    Click Create a System
  3. 13.    For the name use something like CRM
  4. Click Create this System
  5. Click Settings
  6. Click Automated Feeds
  7. Click Add a System Feed
  8. Type in a name for the system feed
  9. In the Source select Microsoft CRM
  10. In the Server Url
    1. If this is an ON-PREMISE deployment specify the Organization Name.

                                                               i.      For example, http://crm.mycompany.com

  1. If this is an ONLINE deployment specify the following

                                                               i.      Crm.dynamics.com

  1. In the Organization Name
    1. If this is an ON-PREMISE deployment specify the Full Url to your instance. For example, MyCompany
    2. If this is an ONLINE deployment specify the name of the Organization as it appears in the URL. For example, if you connect to https://pulsedemo.crm.dynamics.com specify just pulsedemo
    3. In the View Name specify MyFirstPulseView
    4. In the Bookmark Field Name input modifiedon
    5. In the Template input
      1. [name] is an Opportunity
      2. Select Use Credentials
      3. For User Name
        1. If this is ON-PREMISE using Active Directory deployment specify the credentials for the user that you created the Personal View with

                                                               i.      Username: JNoble

                                                             ii.      Password: somepassword(domain account password)

  1. If this is an ONLINE deployment specify the following the Windows Live Id of the user that created the Personal View. Do not specify a value in the Domain

A Valid On-Premise System Feed

 aaa.png

A Valid Online CRM Feed

 bbb.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk