UNIFYBroker/Microsoft Dynamics CRM Prerequisites

UNIFYBroker requirements

Refer to the UNIFYBroker prerequisites article in the UNIFYBroker product guide.

Microsoft Dynamics CRM requirements

UNIFYBroker/Microsoft Dynamics CRM requires the following information:

  • Credentials for connecting to Microsoft Dynamics CRM. It is recommended that separate accounts are created for the purposes of communication between Identity Broker and Microsoft Dynamics CRM.
  • The organization service URL (Organization Service).

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