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PowerExchange for Microsoft Dynamics CRM User Guide

PowerExchange for Microsoft Dynamics CRM User Guide

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Microsoft Dynamics CRM Connection Properties

Microsoft Dynamics CRM Connection Properties

Use a Microsoft Dynamics CRM connection to connect to a Microsoft Dynamics CRM object.

The following table describes the Microsoft Dynamics CRM connection properties:

Property	Description
Authentication Type	Authentication type for the connection. Select one of the following authentication types: Passport. Often used for online deployment and online deployment combined with Internet-facing deployment of Microsoft Dynamics CRM. Claims-based. Often used for on-premise and Internet-facing deployment of Microsoft Dynamics CRM. Active directory. Often used for on-premise deployment of Microsoft Dynamics CRM.
Discovery Service URL	URL of the Microsoft Dynamics CRM service. Use the following format: <http/https>://<Application server name>:<port>/XRMService/2011/Discovery.svc To find the Discovery Service URL, log in to the Microsoft Live instance and click Settings Customization Developer Resources.
Security Token Service	Microsoft Dynamics CRM security token service URL. For example, https://sts1.<company>.com. Configure for claims-based authentication.
Domain	Domain to which the user belongs. You must provide the complete domain name. For example, msd.sampledomain.com. Configure for active directory and claims-based authentication.
User Name	User ID registered with Microsoft Dynamics CRM. Configure for active directory, claims-based, and passport authentication.
Password	Password to authenticate the user. Configure for active directory, claims-based, and passport authentication.
Organization Name	Microsoft Dynamics CRM organization name. Organization names are case sensitive. For Microsoft Live authentication, use the Microsoft Live Organization Unique Name. To find the Organization Unique Name, log in to the Microsoft Live instance and click Settings Customization Developer Resources.
Metadata Access	Configuration directory for the client. Default directory is: <INFA_HOME>/clients/DeveloperClient/msdcrm/conf
Use Above Directory for Data Access	Select this option if the configuration file and server file are in the same directory. If the server file is in a different directory, uncheck this option and specify the directory path in the Data Access field.
Data Access	Configuration directory for the server. If the server file is located in a different directory, specify the directory path.
Truststore Filename	Set the INFA_TRUSTSTORE in the environment variables. The directory must contain the truststore file infa_truststore.jks . If the file is not available at the path specified, the Data Integration Service checks for the certificate in the Java cacerts file. If you want to use the Java cacerts file, clear this field.
Truststore Password	Password for the infa_keystore.jks file. If you want to use the Java cacerts file, clear this field.
Keystore Filename	Contains the keys and certificates required for secure communication. If you want to use the Java cacerts file, clear this field.
Keystore Password	Password for the infa_keystore.jks file. If you want to use the Java cacerts file, clear this field.

Microsoft Dynamics CRM Connections

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