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Microsoft Dynamics CRM connector

The Microsoft Dynamics CRM connector enables you to move data into and out of the Microsoft Dynamics CRM application.

The connector uses a web service that Microsoft provides to interact with their CRM system. Use the connector to perform Query, Get, Add, Modify, and Delete operations on various types of records.

Connector configuration

To configure a connector to communicate using Microsoft Dynamics CRM connector, set up two components:

  • Microsoft Dynamics CRM connection
  • Microsoft Dynamics CRM operation

Create a single connection component for each Microsoft Dynamics CRM organization. You can add multiple operations, one for each action.

Supported editions

Boomi supports the following editions:

  • Online 2011 up to 2017 (v8.2.2.0160)

  • On-Premise 2011/2013/2015/2016

  • Online 4.0

  • On-Premise 4.0

Prerequisites

To implement a connection to Microsoft Dynamics CRM from Integration, you need:

  • A user name and password with sufficient permissions to query, get, add, modify, and delete various types of records.

  • Java with strong encryption (Java Cryptography Extension or JCE) support installed for on-premise 2011 and 2013. You can download the files and instructions from Oracle.

Tracked properties

This connector has no predefined tracked properties. See the topic Adding tracked fields to a connector operation to learn how to add a custom tracked field.

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