Configuration of Address Book in FootPrints for Microsoft CRM
This section describes setting up FootPrints to use the MS CRM Address
Book.
Note
The FootPrints CRM
Bridge is only available if you have purchased the Dynamic SQL Link license,
an add-on to FootPrints. If
you are interested in purchasing a Dynamic SQL link license, contact a
sales representative at BMC
or your local distributor.
To set up MS CRM integration with FootPrints:
Select Administration
| Address Book | Address Book Type.
Check the checkbox for
MS CRM. The
Configure
Address Book Connection (Step 1) page is displayed.
From this page, you can
define basic Address Book options:
Address
Book Name - Enter a name for the Address Book.
Data
Source Name - If it is not pre-selected for you, select MS CRM
(SQL Server)
Database
Type - If it is not pre-selected for you, select Microsoft SQL
Server
Server
user - Enter your SQL Server ID
Server
Password - Enter your SQL Server password.
Click the Next
button. The
Configure
Address Book Connection (Step 2) page is displayed.
If it is not pre-selected
for you, select dbo.ContactBase
from the Select
a Table or a View drop-down menu and then click Next.
The Configure
Address Book Connection (Step 3) page is displayed.
Map your FootPrints
fields to your MS CRM fields using the drop-down lists. Drop-downs
are labeled as FootPrints fields.
From each
drop-down list, select the MS CRM field that corresponds to the FootPrints field. If
there is no corresponding MS CRM field, select Delete
Field from the drop-down list.
Click Next
when you have finished mapping the fields. The
Configure
Address Book Connection (Step 4) page is displayed.
This page
allows you to create new fields in FootPrints to be mapped to fields you
have in your MS CRM Address Book. This
page is only for creating fields to map to MS CRM Address Book fields.
Refer to
Adding Fields to the Address Book for details
on completing this page. When
you add a new field, you can map it to an MS CRM field using the External
Database Field drop-down list.
Click Finish when you have
completed adding and mapping new fields (if you chose to add any).