Click here for the steps to follow when using On-Premise hosting for your Dynamics v8 CRM
The Connector settings will look something like the below once you are finished with each step:
IMPORTANT: In order for a self-hosted Dynamics CRM to connect to Formstack Sync, it must have Internet Facing Deployment (IFD) and be using Active Directory Federation Services (ADF).
Step 1: Choose Federation from the Authentication Type
Step 2: Enter in your CRM Domain. You do not need to enter in the HTTPS (i.e. crm.bedrockdata.com)
Step 3: Enter in your CRM user name making sure to use the "\" format (i.e. bedrockdata.com\svc_bedrock)
Step 4: Enter in the above user's password and hit Save.
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