Riva Cloud Corporate requires a CRM connection to Microsoft Dynamics CRM using a designated account that can impersonate target user CRM user accounts. Riva Cloud supports customers with public internet access who use:
These instructions are specific to preparing for Riva Cloud Corporate CRM connections to Microsoft Dynamics CRM.
The following preparations must be completed:
Riva supports connections to the following Microsoft Dynamics CRM systems:
NOTE: To sync with Riva Cloud, Microsoft Dynamics On-Premises has to be set up as an IFD (Internet Facing Device).
The requirements for the Riva Cloud connection account for Microsoft Dynamics CRM vary depending on the target CRM system:
The following must be verified for each target CRM user account:
Ensure that the following information is known for creating a Riva connection to Microsoft Dynamics CRM: