PowerExchange for Microsoft Dynamics CRM User Guide for PowerCenter

10.5.2
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- 10.5.1
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- 10.4.0

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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 based on the Microsoft Dynamics CRM deployment: Passport. To connect to an online deployment of Microsoft Dynamics CRM. 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. Important: Microsoft has deprecated WS-Trust for passport authentication. To connect to Microsoft Dynamics CRM Online, you must use OAuth authentication. Use the Passport authentication fields in the connection to pass the OAuth authentication credentials.
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 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	The User ID or Client ID and Tenant ID registered with Microsoft Dynamics CRM. For active directory and claims-based authentication, specify the User ID. For passport authentication, provide the Client ID and Tenant ID, separated by a semicolon as username.
Password	Password or client ID to authenticate the user. For active directory and claims-based authentication, specify the password for the user registered with Microsoft Dynamics CRM. For passport authentication using OAuth, provide the client secret of the Microsoft Dynamics CRM client registered with Azure Active Directory.