How To

Using the CRM Entity Trigger

Understand what is happening

Within Ouvvi, the trigger system calls each trigger at a 30 second interval to evaluate it's state. So for the Dynamics CRM trigger it will call Dynamics CRM to see when the last item was created or updated.
This is a quick call that only returns a single data item the DateTime of the last change. If this has changed since the last time a change was detected then any projects associated with this trigger will be started.

Rather than synchronising on a timed schedule you can now achieve almost real-time updates (max 30 second delay) by implementing the Entity Change Trigger with your CRM environment. This feature is currently only supported with OnPremise AD Authenticated CRM 4.0/2011 installations.
The feature requires no change to your CRM environment and can therefore be easily deployed.

Create the Trigger

To configure the Trigger add a new Trigger of type 'CRM Entity Trigger'

New Trigger

Configure the Connection

You now need to configure the connection to the Dynamics entity so that the change can be detected.

You can make use of your connection library connection to Dynamics or you can enter in the URL to your Dynamics environment. You will also need to ensure you enter the name of the entity, and if you have not used the connection library you will need to enter in a username and password with access to Dynamics.

Connection Configure

Ensure the Project is Single Instance

The final configuration item required is to ensure that your projects using this trigger have the project start mode set to 'Single Instance'. This ensures that multiple synchronisation operations do not occur in parallel.

Project Start Mode

Associate the Trigger

Now add the trigger to any projects you wish to start when a change is detected in the Dynamics Entity.sociate this Trigger with any projects you want to run when a change is detected.