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Microsoft Dynamics CRM

 

Overview

 MS Dynamics CRM can be run in three different configurations:

  1. Locally installed (OnPremise - at your site)
  2. Partner hosted (using IFD authentication)
  3. Windows Live / Online (Cloud / OnDemand)

As the configuration is a bit different for each of those configurations, we will expainexplain them separately in the next sections.

 

The following versions of MS Dynamics CRM are supported

  • MS Dynamics CRM 4.0
  • MS Dynamics CRM 2011
  • MS Dynamics CRM 2013
  • MS Dynamics CRM 2015

 

MS Dynamics CRM locally installed (OnPremise)

If your MS Dynamics CRM is installed locally at your site, you need to install a RapidiConnector so that RapidiOnlineRapidi can access your MS Dynamics CRM:

 

{{Installing the RapidiConnector|closed}}

 

The fields on the MS Dynamics CRM Data Source Card are setupset up as follows:

  • Description: Enter a text describing the Data Source.Connection.
  • Authentication Type: Select "Local network"
  • Server URL: Specify the URL to the MS Dynamics CRM instance. For example: http://192.168.191.120:5555/  or  crm.mydomain.com or for CRM2015
    http://mycrmserver/orgname/XRMServices/2011/Organization.svc/web

  • Organization Name: Specify the name of your organization. For example: MicrosoftCRM  or  MyCompany
  • User ID: Specify the Userid. For example: Administrator
  • Password: Specify the password for the above userid.
  • Domain: Specify the domain name. For example: LITWAREINC
  • STSEndpoint/URN: not used

 

MS Dynamics CRM partner hostedpartner-hosted (using IFD)

If your MS Dynamics CRM is installed at a hosting provider and this hosting provider supports IFD, then use the following setup. If the hosting partner does not support IFD and they are willing to install the RapidiConnector in their network, you can also use the "locally installed" setup.

 

When using IFD for the Authentication, then all communication is going directly from RapidiOnline servers to/from the hosting partner. So in this case you don't need a local RapidiConnector.

Instead of downloading and installing the RapidiConnector, please use the "Delete" button below the RapidiConnector to remove the RapidiConnector from the Connection before continuing with the setup.

 

The fields on the MS Dynamics CRM Connection are setupset up as follows:

  • Description: Enter a text describing the Connection.
  • Authentication Type: Select "IFD"
  • Server URL: Specify the URL to the MS Dynamics CRM instance. For example: mycompany.crmhost.dk
  • Organization Name: Specify the name of your organization. For example: MyCompany
  • User ID: Specify the Userid. For example: Administrator
  • Password: Specify the password for the above userid.
  • Domain: not used, you can leave it blank
  • STSEndpoint/URN: not used

 

 

MS Dynamics CRM Windows Live / Online

If your MS Dynamics CRM is run by Microsoft in the Windows Live or Online Cloud, then use the following setup.

 

When using Windows Online for the Authentication, then all communication is going directly from RapidiOnlineRapidi servers to/from the Microsoft Online Servers. So in this case you dontdon't need a local RapidiConnector.

Instead of downloading and installing the RapidiConnector, please use the "Delete RapidiConnector" button to remove the RapidiConnector from the Connection before continuing with the setup.

 

The fields on the MS Dynamics CRM Connection are setupset up as follows:

  • Description: Enter a text describing the Connection.
  • Authentication Type: Select "Windows Live"
  • Server URL: Specify the URL to the MS Dynamics CRM instance. For example: mycompany.crm.dynamics.com - for Europe it would be mycompany.crm4.dynamics.com (this is only used to get to the correct discovery service - e.g. dev.crm4.dynamics.com for europe).
  • Organization Name: Specify the name of your organization. For example: MyCompany. This can be either the unique crm organization name (found under Settings, Customization, Developer Resources and copy the value found under the first entry, “Organization Unique Name”) or you can use the organization Friendly Name (and we will lookup the unique name using the discovery service). We recommend to use the Friendly Name.
  • User ID: Specify the Userid. For example: myname@msn.com
  • Password: Specify the password for the above userid.
  • Domain: not used, you can leave it blank
  • STSEndpoint/URN: When testing the connection RapidiOnline will output a text string to fill into this field. Something like "https://login.microsoftonline.com/RST2.srf#urn:crmna:dynamics.com". Entering this string here will greatly reduce the login time as we can skip going to the discovery service to get this information. Leave the field blank until you see a message from RapidiOnline,Rapidi, saying exactly what to fill in.

 

Test and Read Design

 

{{Connection Test|closed}}

 

{{Read Design|closed}}

 

 

  1. Getting Started
  2. Documentation
  3. HowTo
  4. Standard Integrations

 

Service News can now be found on our Product Updates Blog 

 

Remember to Subscribe to our Product Updates Blog to receive updates and product news.

 

 

 

 

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