17. July 2015 09:42

How to change the CRM connection credentials for active users

Filed Under(CRM 2011 | DocumentsCorePack 2011 | TelephoneIntegration 2011 | CRM 2013 | CRM 2015 | CRM 4.0 | TelephoneIntegration 4 | DocumentsCorePack 2013 | DocumentsCorePack 2015 | TelephoneIntegration 2013 | TelephoneIntegration 2015) By Jin

In oder to change the CRM connection credentials for active CRM users for DocumentsCorePack Client and/or TelephoneIntegration Client for MS CRM, please follow the below steps. 

… 

For DocumentsCorePack Client

Open the DocumentsCorePack Client Data Provider from the StartPane with a right-click on it

image 
Figure 1: Open the DocumentsCorePack data provider

Now open the DocumentsCorePack data provider configuration with a click on Config

image 
Figure 2: Open the Configuration of theDocumentsCorePack data provider

In the next window, click on the [Change Logon:]-button

image 
Figure 3: Click on the [Change Logon:]-button

In the following window, the CRM Connection Credentials can be changed.

image
Figure 4: Change CRM Connection Credentials

For TelephoneIntegration Client
To change the CRM Connection Credentials for TelephoneIntegration Client, please start the TelephoneIntegration Client in the StartPane with a right-click on it. 

image 
Figure 5: Start the TelephoneIntegration Client in the StartPane

Next, click on Setup.

image
Figure 6: Click on Setup

In the next window, switch to the CRM-tab and click on the [SetupConnection]-button. The CRM Connection setup opens. There, change your credentials as required.

image
Figure 7: Change your credentials

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.

Tag Cloud

This will be shown to users with no Flash or Javascript.

Page List