Detect Dynamics CRM Entity Changes

How to detect an change in a Dynamics CRM Entity and use it to Trigger an Event in Ouvvi (DS3 Server)

Step 1: 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.

Step 2: Create a new Trigger based on an entity type in Dynamics CRM

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

New Trigger

Step 3: Configure the connections to Dynamics CRM to detect the Change

Then enter the URL, Organisation Name and Entity Name you want to monitor you may also need to enter some credentials if Ouvvi is not running under an account that has access to your CRM environment.


Step 4: Set the Single Instance Project Property

The only other configuration item required is to ensure that your projects are configured for 'Single Instance' so that multiple synchronisation operations do not occur in parallel.


Step 5: Associate the Trigger

That's all it takes you can now simply associate this Trigger with any projects you want to run when a change is detected.

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