Replicator for Microsoft® CRM
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To use the Microsoft® CRM replicator, the following components are required: |
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Microsoft® .NET Framework 4.0 |
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Windows® Identity Foundation 3.5
Activate Windows® Identity Foundation 3.5 from the control panel underprograms and features, activate or deactivate windows-Features. |
Please follow the general instructions for setting up a replicator on the Replicator Wizard page.
Procedure for Adding a Replicator
- Select the type of data source
Select the Microsoft® CRM database type.
- Define the credentials with which the data source can be accessed:
Sign in to your CRM system to get the address for the search service and organization name. Click under Settings - Customization - Developer Resources.
On the Developer Resources page, see The Address for the Search service under Service End Products and the organization's unique name under Organizational Information.
- Select a stored Fetch XMLquery. You can also define them yourself here:
If Fetch XML is selected, the Default Entity field becomes editable and the XML code can be entered.
- Field mapping, which source fields are copied to which LDAP fields
- Configure links to contact URL
As the contact URL, use the link to the Microsoft® CRM Web Server that you can use to view a contact.
Use field "EntryID" as contact identifier.
Use "open contact in CRM" as description for this contact URL.
- Datasource location settings
- Schedule replication plan
- Defining additional applications to be started
- Assigning a name for the new replicator