Jump to main content
AgilePoint Inc. logo
DOCUMENTATION (CURRENT)
v8.x Documentation v6.x-v7.x Documentation
TRAINING & VIDEOS COMMUNITY
System Administration
  • Manage Center
  • Access Tokens
  • Settings
  • AgilePoint Server
  • Security
  • Notifications
  • Data Services
  • SAP Connector
  • System Optimization
  • Performance Benchmark
  • Troubleshooting
  1. Home
  2. AgilePoint Server

    Administration with the AgilePoint Server Configuration Utility

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

    Administration with the AgilePoint Server Configuration Utility

    • Restarting AgilePoint Server and AgilePoint Portal
    • Server Configuration Settings (*.cfg Configuration Files)
    • AgilePoint Server Configuration Utility
      • System tab
      • Notification tab
      • Database tab
      • Integrations tab
        • ADSyncModule Extension
        • AgileReports AgileConnector
        • Analytics AgileConnector
        • Azure Service Bus 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
        • Kafka 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 screen
    • AgilePoint Analytics Center Management Utility screen
    • Change the REST URL (Server Instance URL) AgilePoint 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 Oracle NetSuite, in AgilePoint.

Prerequisites

  • AgilePoint NX OnPremises or AgilePoint NX PrivateCloud.
  • Enable the CRM AgileConnector
  • CRM Configuration Screen
AgilePoint Inc. logo

AgilePoint NX Product Documentation

Documentation Updated: April 29, 2025


This Page Applies To: AgilePoint NX v9.0, Software Update 1


© 2025 AgilePoint, Inc. All rights reserved.

Quick Links:

Helpdesk: helpdesk@agilepoint.com

Examples

Troubleshooting

Process Activities

Form Controls

Javascript for eForms

Data Entities

REST API

Release Notes

About the Documentation