When accessing CRM from SmartConnect the following authentication methods are available:
Active Directory
| • | Basic - the windows credentials of the user currently logged into windows will be used to connect to CRM |
| • | Impersonation - the credentials of the user defined in SmartConnect CRM setup will be used to connect to CRM. |
Internet Facing Deployment
| • | The credentials of the user defined in SmartConnect CRM setup will be authenticated against ADFS (Active directory federation services) and used to connect to CRM. |
| o | Note: when connecting to IFD the server url entered in the setup screen should be the url to the discovery service. This is because the discovery service prefix can be defined at installation time and there is no way to infer it. |
Microsoft Online
| • | The windows live id used to sign up for CRM will be used to authenticate and connect to CRM. |
| • | The windows live credentials should be entered into the SmartConnect CRM connector setup screen. Note: no domain is required. |
| • | If more than one CRM online organization is linked to the live id, the user will be able to select the required organization as the default organization in the setup screen. |
| o | Note: even if more than one CRM online organization is linked to the live id, the CRM server name entered in the setup screen should not contain a reference to the required organization. |
| o | e.g. a live id account is linked to the eone.crm.dynamics.com and eonetest.crm.dynamics.com instances within CRM online. SmartConnect should like to the eone instance. The url entered into the server text box on the SmartConnect connector setup screen should be crm.dynamics.com and the eone instance selected as the default organization. |
Microsoft Online Federation
| • | When CRM online was provisioned via Office 365, this authentication type should be used. |
| • | The credentials provided when CRM was provisioned should be entered into the SmartConnect CRM connector setup screen. Note: no domain is required. |
| • | The server url entered into the server text box on the SmartConnect CRM connector setup screen should contain no reference to the instance of CRM. e.g. to connect to eone.crm.dynamics.com the entry in the server text box should be crm.dynamics.com. |