Add TenantΒΆ

All of the settings that pertain to synchronizing your Sitecore server with your CRM are grouped under an item called a tenant.

You must create a tenant in order to configure a connection to your CRM.

  1. In Sitecore, open Content Editor.

  2. Navigate to sitecore > system > Data Exchange.

  3. Add the following item:

    Template Data Exchange Tenant for Dynamics CRM
    Name mycrm


    The name you choose for your tenant is used to identify data read from Dynamics CRM. You can change this value later.