Microsoft Dynamics CRM Connector¶
The Jitterbit Harmony Microsoft Dynamics CRM Connector establishes access to Microsoft Dynamics CRM.
The Microsoft Dynamics CRM connector provides an interface for creating a Microsoft Dynamics CRM connection, the foundation used for generating instances of Microsoft Dynamics CRM activities. These activities, once configured, interact with Microsoft Dynamics CRM through the connection.
The Microsoft Dynamics CRM connector is accessed from the design component palette's Connections tab (see Design Component Palette).
A Microsoft Dynamics CRM connection requires the use of a Jitterbit Harmony Windows Private Agent with a Jitterbit Microsoft Dynamics CRM REST Connector. These two pieces of software must be downloaded, installed, and configured prior to the use and configuration of this Cloud Studio Microsoft Dynamics CRM Connector. For more information, see Microsoft Dynamics CRM Agent Configuration.
This connector is used to first configure a Microsoft Dynamics CRM connection. Activity types associated with that connection are then used to create instances of activities that are intended to be used as sources (to provide data in an operation) or targets (to consume data in an operation).
Together, a specific Microsoft Dynamics CRM connection and its activities are referred to as a Microsoft Dynamics CRM endpoint:
Upsert: Updates an existing object record or creates a new object record in Microsoft Dynamics CRM and is intended to be used as a target in an operation.
Create: Creates an object record in Microsoft Dynamics CRM and is intended to be used as a target in an operation.
Update: Updates an existing object record in Microsoft Dynamics CRM and is intended to be used as a target in an operation.
Delete: Deletes an object record from Microsoft Dynamics CRM and is intended to be used as a target in an operation.
This connector is a Connector SDK-based connector, which may be referred to by Jitterbit when communicating changes made to connectors built with the Connector SDK.
Prerequisites and Supported API Versions¶
The Microsoft Dynamics CRM connector requires the use of an agent version 10.1 or later. These agent versions automatically download the latest version of the connector when required.
The Microsoft Dynamics CRM connector uses the Microsoft Dynamics 365 Entity Reference v9.1. Refer to the API documentation for information on the schema nodes and fields.
If you experience issues with the Microsoft Dynamics CRM connector, these troubleshooting steps are recommended:
Ensure the Microsoft Dynamics CRM connection is successful by using the Test button in the configuration screen. If the connection is not successful, the error returned may provide an indication as to the problem.
Check the operation logs for any information written during execution of the operation.
If using Private Agents, you can check the agent logs for more information.