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DOCUMENTATION (v8.x)
Current Documentation (v9.0 or Higher) v6.x-v7.x Documentation
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  1. Home
  2. AgilePoint Server

    Administration with the AgilePoint Server Configuration Utility

  3. AgilePoint Server Configuration Utility
  4. Extension tab
  5. CRM AgileConnector
  • AgilePoint Server

    Administration with the AgilePoint Server Configuration Utility

    • Restarting AgilePoint Server
    • Server Configuration Settings (*.cfg Configuration Files)
    • AgilePoint Server Configuration Utility
      • System tab
      • Notification tab
      • Database tab
      • Extension tab
        • ADSyncModule Extension
        • AgileReports AgileConnector
        • Analytics AgileConnector
        • DBSyncModule Extension
        • Email Approval Extension
        • Enterprise Social AgileConnector
        • Chatter Hashtag AgileConnector
        • ContentListener AgileConnector
        • CRM AgileConnector
          • Enable the CRM AgileConnector
          • CRM Configuration Screen
        • DataService AgileConnector
        • EventService AgileConnector
        • Microsoft Teams AgileConnector
        • SAP Integration AgileConnector
        • Configuring the AgilePoint SharePoint Integration AgileConnector
        • SMS Service and Approval AgileConnector
        • SPSyncModule Extension
        • Storage Management AgileConnector
        • Yammer Hashtag AgileConnector
      • Work Calendar tab
      • License Info tab
      • Upgrade Info tab
      • AgilePoint Server Manager Configuration in Windows Service Mode
      • Multi-Tenant Configuration
    • AgilePoint Server Log Files
    • Performance Tracing Utility
    • APADM Command Line Utility
    • Password Encryption Utility
    • AgilePoint Server Manager
    • Manage AgilePoint NX Portal Configuration Utility screen
    • AgilePoint Analytics Center Management Utility screen
    • Change the REST URL NX Portal Uses to Connect to AgilePoint Server
    • Configure SSL or TLS for AgilePoint Server and AgilePoint NX Portal
    • Add or Remove the AgilePoint Service Account in Your Windows Administrators Group

CRM AgileConnector

This AgilePoint Server extension (AgileConnector) lets you integrate CRM services, such as Microsoft Dynamics 365, Salesforce, and NetSuite, in AgilePoint.

Prerequisites

  • AgilePoint NX OnPremises or AgilePoint NX Private Cloud.
  • Enable the CRM AgileConnector
  • CRM Configuration Screen
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AgilePoint NX Product Documentation

Documentation Updated: September 26, 2023


This Page Applies To: AgilePoint NX v8.0


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Helpdesk: helpdesk@agilepoint.com

Examples

Troubleshooting

Process Activities

Form Controls

Javascript for eForms

Data Entities

REST API

Release Notes

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