Connecting to Dynamics 365
Data Sync can connect to multiple Dynamics CRM/365 configurations:
- Dynamics CRM 2011 (On-premise)
- Dynamics CRM 2013 (On-premise)
- Dynamics CRM 2015 (On-premise)
- Dynamics CRM 2016 (On-premise)
- Dynamics 365 On-Premise and Online
Data Sync supports all of these configurations utilising the same connection provider:
To open the connection window click on the 'Connect Data Source' in either the source or destination. This will display the 'Connect to Datasource' window. Choose 'Microsoft Dynamics' and then the 'Microsoft Dynamics CRM' provider.
Connecting to Dynamics 365
To open the connection window click on the 'Connect Data Source' in either the source or destination. This will display the 'Connect to Datasource' window. Choose 'Microsoft Dynamics' and then the 'Microsoft Dynamics 365' provider.
This is the URL to your Dynamics 365 Organisation Service SOAP\WCF service.
This URL will be similar to:
http://crm2016:5555/Org/XRMServices/2011/Organization.svc to get your organisation URL go to
Settings->Customizations->Developer Info in Dynamics 365.
For Active Directory authentication use Managed Domain.
User Credentials: Enter any required credentials. If left blank the current process identity is used.
If you have entered the previous information correctly, you should be able to use the Entity drop down menu to select an entity within the Dynamics 365 system.
Save the Connection
Once you have created a connection you will be offered the chance to save it in the connection library. This is a great idea as you can then drag and drop entities and lookups at a later date without creating a new connection. The connection is stored in a file on your local system. To do this click on 'Connect & Create Library Connection', this will open the Connection Library window. Enter in a name and description (optional) for the connection and click OK. This is now saved in the connection tree view.
To connect to Dynamics 365 using Federated Authentication, Microsoft uses a feature called the WIF (Windows Identity Foundation). To enable this feature in Windows 8 and above type the following into a command line:
When using windows 7 or windows 2008 server you will need to install WIF runtime from Microsoft.
Dynamics 365 authentication provider scheme to use.
URL to your Dynamics 365 Organisation Service SOAP\WCF service.
DataTime handling: Utc or local.
Entity id column name.
Filter expression to add to the generated FetchXML to filter the records.
Output the request data to the log.
Number of records to return from CRM in each request, maximum 5000.
Maximum parallel requests sent to CRM server.
Service HTTP Request Timeout.
Number of updates to send to server in each request.