Update Deltek CRM Connection Information
Use these steps to set up a connection to Deltek CRM.
To update connection information:
- Under the Setup menu section, go to .
- Click Update Deltek CRM Connection Information....
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In the Update Deltek CRM Information wizard that displays:
- Enter your username in the Deltek CRM Login field.
- Provide a password in the Deltek CRM Password field.
- Enter your password again in the Repeat Password field.
- Click Update Deltek CRM Connection Information.
Parent Topic: Deltek CRM Setup Procedures