Knowledge Base - Cloud Connect

Experlogix User Specific Parameters

The Experlogix User Specify Parameters page is only accessible to users with Experlogix Administrator and Experlogix Configurator User roles.

Add a User-Specific Parameter

A user with Experlogix CPQ Modeler CPQ and Experlogix CPQ User Modeler roles can access the settings and perform new, edit, or delete actions.

Procedures

Access the Settings page

  1. On the Microsoft Dynamics 365 CE home page, select the Settings icon.

    User Specific Parameter Setting.png
  2. Select Advanced Settings.

  3. Select the Settings dropdown arrow at the upper-left corner to view the Settings option.

    User Specific Parameter Setting1.png
  4. Under the Experlogix column, select Settings.

Create new settings

  1. On the Settings page, select NEW.

    User Specific Parameter Setting3.png
  2. Complete the fields listed below.

Field

Description

Name

User-defined name for the setting.

Configurator Url

URL for accessing the configuration interface.

Connection Id

Unique identifier used to establish and manage the connection.

Integration Api Url field

URL endpoint for accessing the integration API.

Token Service Url

URL for the service that provides authentication tokens.

Integration Client Id

Client ID used for authentication and authorization.

Integration Client Secret

Client secret associated with the integration client ID.

Integration User Name

User name of the Admin Center user/service account whose identity is used for authentication and authorization.

Integration Password

Password of the Admin Center user/service account whose identity is used for authentication and authorization.

User

The individual for whom the settings or parameters are being configured.

  1. Select Save.