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 Organizational service. You can select Discovery service for active directory and claim-based authentication.
Application Server	Name of the server that hosts Microsoft Dynamics CRM. For active directory and claims-based authentication, provide the fully qualified domain name. The fully-qualified domain name must be the same as in the SSL certificate file. For passport authentication, specify the CRM Organization web service URL.
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 and claims-based authentication only.
Domain	Domain to which the user belongs. You must provide the complete domain name. Configure for active directory and claims-based authentication.
Authentication Type	Authentication type for the connection. Select one of the following authentication types based on the Microsoft Dynamics CRM deployment: Passport. To connect to an online deployment of Microsoft Dynamics CRM using OAuth authentication. Claims-based. To connect to an on-premise and Internet-facing deployment of Microsoft Dynamics CRM. Active directory. To connect to 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