Enable the CRM AgileConnector

To enable the CRM AgileConnector, ​do the procedure in this topic.

Prerequisites

How to Start

  1. On the AgilePoint Server machine, in Windows Explorer, right-click the file (AgilePoint Server installation folder) C:\Program Files\AgilePoint\AgilePoint Server\WCFConfigurationUtility.exe, and click Run as Administrator.

    Configuration Utility Run As Administrator Screen
  2. On the AgilePoint Server Manager screen, in the left pane, select your AgilePoint Server instance.

    Select AgilePoint Server Intance
  3. On the AgilePoint Server Configuration screen, click the Integrations tab.

    Click Integrations tab

Procedure

  1. On the Extensions tab, click Add.
  2. In the Impersonator field, enter the AgilePoint user name that is used to connect to your e-mail server.

    By default, this is the AgilePoint Service Account.

  3. Browse to the assembly (AgilePoint Server installation folder) C:\Program Files\AgilePoint\AgilePoint Server\bin\AgilePoint.AgileConnector.CRM.dll.