Replicator for Microsoft CRM


To use the Microsoft CRM replicator, the following components are required:
Microsoft .NET Framework 4.0
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

  1. Select the type of data source
    Select the Microsoft CRM database type.
  2. 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.
  3. 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.
  4. Field mapping, which source fields are copied to which LDAP fields
  5. 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.
  6. Datasource location settings
  7. Schedule replication plan
  8. Defining additional applications to be started
  9. Assigning a name for the new replicator

Version 6