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Introduction

A Microsoft Dynamics CRM connection is configured via the Microsoft Dynamics CRM connector to establish access to an account on a Microsoft Dynamics CRM server. Once a connection is established, you can configure one or more Microsoft Dynamics CRM activities associated with that connection to use as a source or target within an operation.

Creating or Editing a Microsoft Dynamics CRM Connection

From the design canvas, open the Connectivity tab of the design component palette:

Connectivity tab

To configure a new Microsoft Dynamics CRM connection, within the Connectors filter, click the Microsoft Dynamics CRM connector block:

Microsoft Dynamics CRM connection new

To configure an existing Microsoft Dynamics CRM connection, within the Endpoints filter, double-click the Microsoft Dynamics CRM connection block:

Microsoft Dynamics CRM connection existing

This will open a configuration screen for the Microsoft Dynamics CRM connection, covered next.

Configuring a Microsoft Dynamics CRM Connection

Configuration of a Microsoft Dynamics CRM connection includes these fields:

Microsoft Dynamics CRM configuration

TIP: Fields with a variable icon Variable icon support using global variables, project variables, and Jitterbit variables. Begin typing an open square bracket [ into the field or click the variable icon to display existing variables to choose from.

  • Endpoint Name: Enter a name to use to identify the Microsoft Dynamics CRM connection. The name must be unique for each Microsoft Dynamics CRM connection and must not contain forward slashes (/) or colons (:).

  • Discovery Service URL: Enter the Microsoft Dynamics CRM discovery service URL. It is the domain of the Microsoft Dynamics CRM instance plus the path of the discovery service URL from the CRM instance, such as XRMServices/2011/Discovery.svc. The discovery service URL can be determined from the CRM instance on its Settings > Customizations > Developer Resources page. See Agent Configuration for more information.

  • Login: User ID registered with Microsoft Dynamics CRM.

  • Password: Password for the user ID registered with Microsoft Dynamics CRM.

  • Connectivity Type: Use the dropdown to specify the connectivity type required to resolve the user ID the instance.

  • Organization Unique Name: Enter the organization unique name. Organization names are case-sensitive. This can be obtained from the CRM instance on its Settings > Customizations > Developer Resources page. See Agent Configuration for more information.

  • Domain Name: Enter the domain to which the user ID belongs. Enter the complete domain name, as determined by the selected Connectivity Type.

  • Test: Click this button to verify the connection. The server will check only that the specified user can make a connection.

  • Save Changes: Click this button to save and close the connection configuration.

  • Discard Changes: After making changes to a new or existing configuration, click Discard Changes to close the configuration without saving. A message will ask you to confirm that you want to discard changes.

  • Delete: After opening an existing connection configuration, click Delete to permanently delete the connection from the project and close the configuration (see Component Dependencies, Deletion, and Removal). A message will ask you to confirm that you want to delete the connection.

Next Steps

After configuring a Microsoft Dynamics CRM connection, you can configure one or more Microsoft Dynamics CRM activities associated with that connection to use as a source or target within an operation. For more information, see these pages:

  • Create: Creates an object on a Microsoft Dynamics CRM server and is used as a target in an operation.

  • Update: Updates an object on a Microsoft Dynamics CRM server and is used as a target in an operation.

  • Upsert: Upserts an object on a Microsoft Dynamics CRM server and is used as a target in an operation.

  • Delete: Deletes an object from a Microsoft Dynamics CRM server and is used as a target in an operation.

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Last updated:  Dec 20, 2019

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