Microsoft Dynamics 365 CRM Adapter
Overview
The Microsoft Dynamics 365 CRM adapter is designed to provide a template for getting started with building integrations with Microsoft Dynamics 365 CRM via the DYNXCRM Library.
This component can be customized and adapted according to your workflow needs. By default the component includes a master queue fetch template to demonstrate the workflow for polling for active master queue records that were created on the same day.
Requirements
-
Microsoft 365 CRM instance (on premise)
-
ADFS server configured to enable application authentication access from the Iguana server
-
Dedicated CRM user
Running the Component
STEP 1: Import the Microsoft Dynamics 365 CRM Adapter component
Using +COMPONENT, import the Microsoft Dynamics 365 CRM Adapter component.
STEP 2: Set up the component configurations
Bolded fields are required, otherwise default values defined in config.json are used:
Connection Configurations:
Field | Description | Default Value |
|---|---|---|
URL | The base URL of the CRM instance. | |
Username | Username for the CRM user account Iguana will authenticate with | |
Password | Password for the CRM user account Iguana will authenticate with |