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Links with External Applications - Edit connections to Dynamics screens

Links to Dynamics screens can be modified individually with the buttons New..., Edit... and Delete.

 

Modifying links Dynamics screens can be done as follows:

1. Open the Dynamics Connection Manager using one of the following options:

· In the ribbon select Tools tab > Web section > External connections website > Dynamics...

· In the ribbon select Edit tab > Couple Topic with > Dynamics...

· Open the context menu of a Mavim topic and select Couple Topic with > Dynamics...


 

2. Click on the button New...

3. The following screen will be shown:

· Enter the name of the Dynamics screen and enter the corresponding Form Name and Program Code. Ask your system administrator for the right information.

· From the drop down menu, select the desired Dynamic 365 Server.

· Click OK.

The Dynamics screen is added to the list.

 

4. Select a Dynamics screen link for modification

5. Click on the button Edit...

6. The following screen will be shown:

 

· Modify the name of theDynamics screen. The Program Code cannot be changed.

· Select another Dynamics 365 Server is needed.

· Click OK.

 

7. Select a Dynamics screen for deletion.

8. Click on the button Delete...

· The Dynamics screen is deleted and removed from the list.