PowerExchange for Microsoft Dynamics CRM User Guide for PowerCenter

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Configuring a Microsoft Dynamics CRM Connection

In the Workflow Manager, connect to a PowerCenter repository.

Click

Connections > Application

The

Application Connection Browser

dialog box appears.

Click

New

The

Select Subtype

dialog box appears.

Select Microsoft Dynamics CRM Connection and click

The

Connection Object Definition

dialog box appears.

Enter a name for the Microsoft Dynamics CRM connection.

Enter the following properties for the connection:

Property	Description
Name	Connection name used by the Workflow Manager. Connection name cannot contain spaces or other special characters, except underscore (_).
User Name	Microsoft Dynamics CRM user name with permissions to access the CRM. To define the user name in the parameter file, enter the session parameter $Param Name as the user name, and define the value in the session or workflow parameter file. The PowerCenter Integration Service interprets user names that start with $Param as session parameters. For Passport Authentication using OAuth, specify the Client ID or the Application ID and the Tenant ID separated by a semicolon.
Use Parameter in Password	Indicates the password for the Microsoft Dynamics CRM user name is a session parameter, $Param Name . If you enable this option, define the password in the workflow or session parameter file, and encrypt it by using the pmpasswd CRYPT_DATA option. Default is disabled.
Password	Password for the Microsoft Dynamics CRM user name. For Passport Authentication using OAuth, enter the Client Secret generated from the Azure Active Directory.