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How to change the CRM connection credentials for active users

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

 
Figure 1: Open the DocumentsCorePack data provider

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

 
Figure 2: Open the Configuration of theDocumentsCorePack data provider

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

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

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


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. 

 
Figure 5: Start the TelephoneIntegration Client in the StartPane

Next, click on Setup.


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.


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.




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