PowerExchange for Microsoft Dynamics CRM User Guide for PowerCenter

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Microsoft Dynamics CRM Connection

A Microsoft Dynamics CRM connection extracts data from and loads data to the Microsoft Dynamics CRM. PowerExchange for Microsoft Dynamics CRM uses SOAP to connect to Microsoft Dynamics CRM.

The following table describes the Microsoft Dynamics CRM connection properties:

Property	Description
Service Type	Type of Web service for passport authentication. Select one of the following values: Discovery Service Organization Service
Application Server	Name of the server that hosts Microsoft Dynamics CRM. Provide the fully qualified domain name for active directory and claims-based authentication. The fully qualified domain name must be the same in the SSL certificate file. Configure for active directory, claims-based, and passport authentication. If you use discovery service, use the URL of the CrmDiscoveryService Web service for passport authentication. Log in to Microsoft Dynamics online account and click Settings \| Customizations . For example, if the URL for the CrmDiscoveryService Web service is https://disco.crm5.dynamics.com/XRMServices/2011/Discovery.svc , enter disco.crm5.dynamics.com If you use organization service, use the URL of the CrmOrganizationService Web service for passport authentication. Log in to Microsoft Dynamics online account and click Settings \| Customizations . For example, if the URL for the CrmOrganizationService Web service is https://informaticallc.api.crm8.dynamics.com/XRMServices/2011/Organization.svc , enter https://informaticallc.api.crm8.dynamics.com/XRMServices/2011/Organization.svc
Port	Port in which Microsoft Dynamics CRM is configured. Configure for active directory, claims-based, and passport authentication.
Use SSL/TLS	Secure method to connect to the application server by using SSL or TLS security protocols. Configure for active directory and claims-based authentication.
Organization Name	Name of the organization that you want to connect to. Use one of the following options: Name of the organization that appears when you log in to Microsoft Dynamics CRM. Name that appears in the Deployment Manager. The unique organization name. To find the unique organization name, log in to Microsoft Dynamics account and click Settings Customizations Developer Resources . Configure for active directory, claims-based, and passport authentication.
Domain	Domain to which the user belongs. You must provide the complete domain name. Configure for active directory and claims-based authentication.
Authentication Type	Method to authenticate the user. Select one of the following options: Passport. Often used for online 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.
Security Token Service	Microsoft Dynamics CRM security token service URL. For example, https://sts1.company.com. Configure for claims-based authentication.

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PowerExchange for Microsoft Dynamics CRM User Guide for PowerCenter

PowerExchange for Microsoft Dynamics CRM User Guide for PowerCenter

Microsoft Dynamics CRM Connection

Microsoft Dynamics CRM Connection