In oder to change the CRM connection credentials for active CRM users for DocumentsCorePack Client and/or TelephoneIntegration Client for MS CRM, please follow the below steps.
For DocumentsCorePack Client
Open the DocumentsCorePack Client Data Provider from the StartPane with a right-click on it.
Figure 1: Open the DocumentsCorePack data provider
Now open the DocumentsCorePack data provider configuration with a click on Config.
Figure 2: Open the Configuration of theDocumentsCorePack data provider
In the next window, click on the [Change Logon:]-button
Figure 3: Click on the [Change Logon:]-button
In the following window, the CRM Connection Credentials can be changed.
Figure 4: Change CRM Connection Credentials
For TelephoneIntegration Client
To change the CRM Connection Credentials for TelephoneIntegration Client, please start the TelephoneIntegration Client in the StartPane with a right-click on it.
Figure 5: Start the TelephoneIntegration Client in the StartPane
Next, click on Setup.
Figure 6: Click on Setup
In the next window, switch to the CRM-tab and click on the [SetupConnection]-button. The CRM Connection setup opens. There, change your credentials as required.
Figure 7: Change your credentials
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to firstname.lastname@example.org.