A Microsoft Dynamics CRM connection, created using the Microsoft Dynamics CRM connector, establishes access to Microsoft Dynamics CRM. Once a connection is configured, you can create instances of Microsoft Dynamics CRM activities associated with that connection to be used either as sources (to provide data in an operation) or as targets (to consume data in an operation).
NOTE: 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.
Creating or Editing a Microsoft Dynamics CRM Connection
An existing Microsoft Dynamics CRM connection can be edited from these locations:
- The design component palette's Connectivity tab (see Endpoints in Design Component Palette).
- The project pane's Components tab (see Component Actions Menu in Project Pane Components Tab).
Configuring a Microsoft Dynamics CRM Connection
Each user interface element of the Microsoft Dynamics CRM connection configuration screen is described below.
Connection Name: Enter a name to use to identify the connection. The name must be unique for each Microsoft Dynamics CRM connection and must not contain forward slashes (
/) or colons (
:). This name is also used to identify the Microsoft Dynamics CRM endpoint, which refers to both a specific connection and its activities.
Organization Service URL: To locate the organization service URL, log in to the Microsoft Dynamics CRM instance and click the Dynamics 365 — custom card. Use the full domain (excluding the path) that is present in your web browser's address bar as input for this field.
NOTE: The organization service URL that is present in the Dynamics CRM instance's Developers Resources page is not the appropriate organization service URL to use.
Login: Enter the user ID registered with the Microsoft Dynamics CRM instance.
Password: Enter the password for the user ID registered with the Microsoft Dynamics CRM instance.
Connectivity Type: Select the connectivity type that is required to resolve the user ID registered with the Microsoft Dynamics CRM instance. Select one of Active Directory, Federation, Live ID, Online Federation, or None.
Application ID: Enter the application ID, visible only when Online Federation is selected as the Connectivity Type. For more information on obtaining the application ID, see Obtaining a Microsoft Dynamics CRM Application ID.
Organization Unique Name: Enter the organization unique name. The organization unique name can be any string without spaces.
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 to verify the connection using the provided configuration.
Save Changes: Click to save and close the connection configuration.
Discard Changes: After making changes to a new or existing configuration, click to close the configuration without saving. A message asks you to confirm that you want to discard changes.
Delete: After opening an existing connection configuration, click to permanently delete the connection from the project and close the configuration (see Component Dependencies, Deletion, and Removal). A message asks you to confirm that you want to delete the connection.
Possible Connection Errors
These are possible connection errors and their solutions:
|The Private Agent version is too old or the incorrect Jitterbit CRM REST Connector is installed.||Ensure the installed Private Agent is version 10.42 or later and the correct Jitterbit CRM REST Connector is installed. See Microsoft Dynamics CRM Agent Configuration for more information.|
|The Organization Unique Name field is empty.||Enter any string without spaces.|
|The network could be blocking outbound traffic.||Check with network admins to ensure outbound traffic to that URL is allowed.|
|The Jitterbit CRM REST Connector is not installed or the service is not running.||See Microsoft Dynamics CRM Agent Configuration for instructions on installing a Jitterbit CRM REST Connector.|
|There is an incorrect application ID, incorrect username or password, or incorrect organization service URL.||Ensure that you are using the appropriate Microsoft Dynamics CRM credentials. For information on obtaining the application ID, see Obtaining a Microsoft Dynamics CRM Application ID.|
After a Microsoft Dynamics CRM connection has been created, you place an activity type on the design canvas to create activity instances to be used either as sources (to provide data in an operation) or as targets (to consume data in an operation).
These activity types are available:
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.