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Technical Guide

CRM-service Active Directory Integration

CRM-service Active Directory Integration General This document describes the high level design of Active Directory integration. The implementation of AD-integration covered in this document does not contain single sign on functionality. All users that have access to CRM-service also belong to a specific CRM users group in Active Directory. The Active Directory does not contain […]

Technical Guide

CRM-service CIWS Library

CRM-service CIWS Library CRM-service CIWS is a client library, used as an easy access interface for CIWS API. To use the CIWS API you’ll need a specific API-key for your CRM-service instance. Requirements .NET Framework 4.5 or later CrmManager Namespace: CRMservice.ciws.Manager Namespace: CRMservice.ciws.Manager.Default CrmManager is used for accessing webservices. You can make a custom CrmManager […]

Technical Guide

File Size Limits in CRM-service

File Size Limits in CRM-service The file size limits for the attached files are the following: When attached directly to a related list: 25 MB When using a Web Service API: 25 MB When attaching images or other files to emails in Email Contacting Portal: 5 MB When using Outlook Add-in: 6 MB.

Technical Guide

Integrating Web Services

Web Services Introduction CRM-service provides open REST and SOAP interfaces for creating integrations between the CRM and third party applications. For more information about the interfaces and instructions for accessing their up-to-date documentation, see the following guides: The SOAP Interface The REST Interface

Technical Guide

Sender Policy Framework permission to your email

MX record To allow CRM-service to send out email from a domain, the SPF record hosting the email requires a few settings. You can either insert the following MX record to the SPF record: mx:crmservice.fi or you can add the following value to the SPF record (recommended): include:spf.crmservice.fi Why give a permission to CRM-service to […]

Technical Guide

System Requirements

System requirements The CRM-service system can run on any modern computer or mobile device with an Internet connection and that supports the latest stable versions of the following web browsers: Microsoft Edge Microsoft Internet Explorer Mozilla Firefox Google Chrome Safari. Note: For all browsers, you must enable JavaScript, cookies and SSL. CRM-service might also work […]

Technical Guide

The REST Interface

The REST Interface Introduction Implementing integrations between CRM-service and third party applications is simpler and more versatile than ever before with our new REST interface, alongside with the existing SOAP interface. The REST interface can be used for reading and writing data. Testing the REST Interface Each CRM-service instance has its own test interface for developers […]

Technical Guide

The SOAP Interface

The SOAP Interface Introduction SOAP is a part of the CRM-service’s open Web Service interfaces. This document provides a technical overview to developers for integrating third party applications with CRM-service. The latest specifications and service descriptions are available in our online documentation: https://<Your CRM-service-url>/CrmIntegrationWebservice/ If you are not familiar with SOAP based Web Services it […]

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