Skip to end of metadata
Go to start of metadata

Before you can create Microsoft CRM functions in Jitterbit, you must create at least one Microsoft CRM endpoint. Click Microsoft Dynamics CRM Connector Endpoint for details.

  • To start creating a new Microsoft CRM Query, Click the Orange Jigsaw Icon in the top toolbar.
  • Select New Microsoft CRM Query from the resulting pop-up.

  • The Endpoint screen appears.

Microsoft CRM Endpoint

  • If you have created one or more Microsoft CRM endpoints, Select One now from the Available Microsoft CRM Endpoints drop-down.

  • After you have completed your fields, Click Next to display the Object screen.
  • To return to the previous screen, Click the Back Button.
  • Click Cancel to close the wizard without saving your entries.

Select an Object

Filters

  • You can Filter the display by Typing a Few Letters in the Filter window. For example, if you type "acc" in the window, only functions containing the letters "acc" will display.
  • You can also Filter the object display by Making a Selection from the drop-down: Name, Description, or both. The screen will then display function names, descriptions, or both, that contain the letters you typed in the Filter window.
  • You can Click one of the Radio Buttons adjacent to "Show" to display either the logical names of data objects or their display (label) names.
  • After you have selected an object, Click Next, which retrieves metadata for the project and presents a second Object screen that displays query building options.
  • To return to the previous screen, Click the Back button.
  • Click Cancel to close the wizard without saving your entries.

Build a Query

  • Select the "Use Jitterbit Query Builder" Radio Button and the following screen will display.

  • Select Attributes: On the top left of the screen, Check the Use All Attributes CheckboxOR
  • Select the Checkbox for the attribute you wish to filter by.
  • To de-select an attribute, Un-check the associated Checkbox.
  • Filter And or Or radio buttons: Type a Few Letters to show items beginning with these letters, e.g., "acc" for "Account."
  • Condition allows you to add a condition to your query, e.g., you want to look for account IDs that are equal to or greater than 100.
  • The Add button in the Condition window displays the following dialog to create a new condition:

  • Complete the fields as follows:

Attribute

Entering Attribute Name, e.g., accountid; OR

Click Select to select an attribute.

Operator

Entering Operator Name, e.g.,<=; OR

Click Select to select an operator.

Value

Enter a Value, e.g., 100; OR

Click Select to select a value.


  • After completing your selections, Click OK to create a new condition.
  • Click Cancel to return to the Query Builder screen without saving your new condition.
  • The Edit button activates when you Select an Existing Condition in the Conditions window.

  • Click Edit to display an Edit Condition dialog.

  • After editing, Click OK to save your changes and return to the Build Query screen.
  • To delete an existing condition, Highlight it in the Filter window and click Delete.
  • Order allows you to order data by a given object in ascending or descending order. Example: You want to list the account IDs in descending order.
  • In the Order window, the Add button displays the following dialog to add a new order.

  • Click Select to display a drop-down list of data objects.
  • Select an Object and Double-Click to populate the window.
  • To reorder objects, Select Ascending or Descending from the adjacent drop-down. Then Click OK.
  • In the Order widow, Select an Existing Order to activate the Edit button. Click Edit to display the following dialog to edit the order. Click the Drop-Down to change from Descending to Ascending or vice versa.

  • To Delete an existing order, Highlight it in the Order window and Click Delete.

Link Entities 

The Link Entities window appears in the lower right corner of the Build Query screen.

  • To add an entity relationship to your operation, Click the Add button below that window. The Select a Relationship dialog appears.

  • Select a Relationship for the link. The relationship may be 1 to N, N to 1, or N to N. 

Note: Any relationships already in use are grayed out.

  • Click Next. The Build Link Entity screen appears.

  • Select Attributes in the left pane to add to your entities link. As you do so, note the changing display in the Resulting Fetch XML pane.
  • Click the Insert Link Entity Button to save your entries and return to the Build Query screen. Your link now appears in the Link Entities window of that screen.
  • If you have created two or more links, you may reorder them by Selecting One and Clicking the up or down Triangle.
  • Select a Link and Click the Edit Button to edit it to and Delete to delete it.
  • After you have completed your entries on the Build Query screen, Click the Finish button to display the completed response structure as shown below.
  • To return to the previous screen, Click the Back button.
  • Click Cancel to close the wizard without saving your entries.

  • If you Select the radio button labeled "Download or copy a saved query from your CRM system" on the wizard's Object screen, the following Query screen appears.

  • Click the Download Saved Queries button. This downloads your saved queries from Microsoft CRM, populates the drop-down list, and displays the first of your saved queries in the text area.

Note: You can click the Tree Editor tab to switch views.

  • Click the Finish button at the bottom of the Query screen. This presents a response structure for the query you've created.
  • Click Next to display the completed response structure.
  • To return to the previous screen, Click the Back Button.
  • Click Cancel to close the wizard without saving your entries.

Complete the Microsoft CRM Operation

To complete your operation, Click one of the Buttons under Use in an Integration in the upper right corner of the screen:

  • Create Operation
  • Create Response

The operation or response is created via the Text to XML Transformation Wizard.

On This Page

Last updated:  Oct 02, 2019