PowerExchange for Microsoft Dynamics CRM User Guide for PowerCenter

10.4.0
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- 10.5.2
- 10.5.1
- 10.5

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Importing a Microsoft Dynamics CRM Source or Target Definition

Choose to import a Microsoft Dynamics CRM source or target definition.

In the Source Analyzer, click

Sources

Import from Microsoft Dynamics CRM

In the Target Designer, click

Targets

Import from Microsoft Dynamics CRM

The

Import from Microsoft Dynamics CRM

dialog box appears.

In the

Import from Microsoft Dynamics CRM

dialog box, enter the following information:

Import Attribute	Description
Authentication Type	Authentication type for the connection. Select one of the following authentication types: 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.
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 should be the same in the SSL certificate file. 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 . Configure for active directory, claims-based, and passport authentication.
Port	Port in which Microsoft Dynamics CRM is configured to listen. Default is 5555. If you use secure communication, the default is 443. Configure for active directory and claims-based authentication.
Security Token Service	Microsoft Dynamics CRM security token service URL. For example, https://sts1.<company>.com. Configure for claims-based authentication.
Use SSL/TLS	Use secure connection when Microsoft Dynamics CRM website is configured for secured communication. Configure for active directory and 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.