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Introduction

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 the Cloud Studio Microsoft Dynamics CRM Connector.

In the remainder of this document, the Jitterbit Microsoft Dynamics CRM REST connector is referred to as the Jitterbit CRM REST connector.

This page describes how to perform this installation. It assumes that you are familiar with the Jitterbit Harmony Windows Private Agent and the Windows operating system.

The Jitterbit CRM REST Connector is separate from the Windows Private Agent. The connector layer is an interface between the agent and the CRM. It is implemented through a RESTful WCF service, which is hosted as an independent Windows service, running on the same machine as the agent. There are different versions of the Jitterbit CRM REST connectors, depending on the version of Microsoft Dynamics CRM with which you are connecting.

NOTE: The Jitterbit CRM REST Connector is an additional component, separate from the Jitterbit Harmony Microsoft Dynamics CRM Connector. The REST connector must be manually installed on the Windows Private Agent. The Jitterbit Harmony Microsoft Dynamics CRM Connector will be automatically installed on the agent as required by Cloud Studio.

Prerequisites and Steps

  • For the Jitterbit Microsoft Dynamics CRM 2011 Connector, the .Net framework 4.0 or above is required.
  • For the Jitterbit Microsoft Dynamics CRM 2015 Connector, the .Net framework 4.6 or above is required.

Follow these steps to install and configure the agent and connector:

  • Download and install a Jitterbit Harmony Windows Private Agent.
  • Download and install the appropriate Jitterbit CRM REST connector.
  • Test the agent and the Window service configuration of the connector.

Install a Jitterbit Harmony Windows Private Agent

Instructions on installing a Jitterbit Harmony Windows Private Agent are detailed in Installing a Jitterbit Harmony Windows Agent. Before installing the agent software, check that your server meets the system requirements for Private Agents.

Once you have the Private Agent installed and it appears in the Jitterbit Harmony Management Console Agents page as Running, proceed to installing the appropriate Jitterbit CRM REST connector.

Install a Jitterbit CRM REST Connector

Different versions of the Jitterbit CRM REST connector are available for download, depending on the version of Microsoft Dynamics CRM you are connecting to. All Jitterbit CRM REST connectors are available from the Jitterbit Harmony Downloads page and are listed under Jitterbit Connectors:

Jitterbit Harmony Downloads

Choose the Jitterbit CRM REST connector based on the Microsoft Dynamics CRM version you are connecting to:

Microsoft CRM ServerCompatible Jitterbit CRM REST Connector
Microsoft Dynamics CRM 2011Microsoft Dynamics CRM 2011
Microsoft Dynamics CRM 2013Microsoft Dynamics CRM 2011
Microsoft Dynamics CRM 2015Microsoft Dynamics CRM 2015
Microsoft Dynamics CRM 2016Microsoft Dynamics CRM 2015
Microsoft Dynamics 365Microsoft Dynamics 365

From the Downloads page, download and install the appropriate connector, following the instructions given by the installer. The installer must be run on the same machine where the Windows Private Agent is installed and running.

If you have multiple Private Agents in an Agent Group, repeat these installation steps for each agent in the Agent Group.

NOTE: Only one service can be run on an agent at a time. All agents in the agent need to be running the same version of the service.

WARNING: As the REST connector service is installed by a different installer than the regular Jitterbit Harmony Agent installer, this service is not uninstalled when an agent is removed or uninstalled. Instead, follow the regular Windows steps to remove a program to remove the REST connector service if uninstalling an agent from a machine.

CRM Settings

The organization unique name and the discovery service URL for the CRM instance can be determined from the CRM instance on its Settings > Customizations > Developer Resources page. Both of these are required for the configuration of the connection.

This example of an instance of Microsoft Dynamics CRM 2016 shows where on the page this information is located:

Microsoft Dynamics CRM Developer Resources

NOTE: For the discovery service URL, only the path component from the CRM instance is used by the configuration of the connection, combined with host of the CRM instance.

Test the Agent and Connector Windows Service Configuration

In the Windows OS Services console (services.msc), check that the Jitterbit Dynamics (CRM 2011, CRM 2015, or 365) REST Connector Service is installed and running. If it is not running, start it and set it to automatic start mode.

Check http://localhost:8000/CRM/help in a browser. This will show you the operations available in the connector service. If you do not see the list of operations, this usually indicates that the Windows service hosting the connector has not started.

Jitterbit Harmony Downloads

NOTE: Check that the agent can reach your Microsoft Dynamics CRM instance by logging in to the CRM instance from the agent.

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Last updated:  Dec 20, 2019

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