Connecting to Dynamics CRM

A tutorial showing how to set Dynamics CRM as a Datasource in DS3

DS3 can connect to three different Dynamics CRM configurations: 1. Dynamics CRM 2013 (On-Premise) 2. Dynamics CRM 2011 (On-Premise) 3. Dynamics CRM On-Line

DS3 supports all of these configurations utilising the same connection provider.

To open the connection dialog click on the green 'Connect Data Source' bar in the Source or Destination. This will display the 'Connect to Data Source' dialog.

Click on the CRM tab at the top and then 'Microsoft Dynamics CRM 2011/2013 provider'

Connecting to Dynamics CRM On-Premise

On-Premise

Connection Settings for On-Premise Connection

Credentials

Credentials

CrmAuthenticationProvider
In the case of a server hosted locally, this is set to ManagedDomain

CrmServerURL
If you browse to your Dynamics CRM application you will see a similar URL:

URL

In this case the server URL should be entered in this format: http://crm2013:5555

Organisation
If you have entered the previous information correctly then by clicking on the Organisation dropdown and select the Demo organization in the case.

Entity
If you have entered the previous information correctly, you should be able to use the entity dropdown to select an entity within the Dynamics CRM system.

Connecting to Dynamics CRM Online

Online

Connection Settings for Dynamic CRM Online Connection

Credentials
Credentials

CrmAuthenticationProvider
In the case of Dynamics CRM Online, this is set to Federated

CrmServerURL
For dynamics online the your setting will be similar to: https://crm4.dynamics.com

Organisation
If you have entered the previous information correctly then by clicking on the Organization dropdown and select the Demo organization in the case.

Entity
If you have entered the previous information correctly, you should be able to use the entity dropdown to select an entity within the Dynamics CRM system.


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