Dynamics CRM

{"type":"doc","content":[{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"toc","parameters":{"macroParams":{},"macroMetadata":{"macroId":{"value":"e9ae1ad6-9378-4926-b5b2-2fc20a09aad8"},"schemaVersion":{"value":"1"},"title":"Table of Contents"}},"localId":"38570dba-a90e-4386-b86b-86596402ffc2"}},{"type":"rule"},{"type":"paragraph","content":[{"text":"Address provider for Microsoft Dynamics 365 – uses the ","type":"text"},{"text":"Microsoft Dynamics 365 Web API","type":"text","marks":[{"type":"link","attrs":{"href":"https://docs.microsoft.com/en-us/previous-versions/dynamicscrm-2016/developers-guide/mt593051(v=crm.8)"}}]},{"text":".","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Cloud/Online","type":"text"}]},{"type":"paragraph","content":[{"text":"In order to use the Microsoft Dynamics 365 Web API from ","type":"text"},{"text":"Dynamics 365 Online","type":"text","marks":[{"type":"strong"}]},{"text":", the attribute ","type":"text"},{"text":"active","type":"text","marks":[{"type":"code"}]},{"text":" must be set to ","type":"text"},{"text":"true","type":"text","marks":[{"type":"code"}]},{"text":" for ","type":"text"},{"text":"CloudConnectionSettings","type":"text","marks":[{"type":"code"}]},{"text":" (and to ","type":"text"},{"text":"false","type":"text","marks":[{"type":"code"}]},{"text":" for ","type":"text"},{"text":"OnPremiseConnectionSettings","type":"text","marks":[{"type":"code"}]},{"text":").","type":"text"}]},{"type":"paragraph","content":[{"text":"For operation, the user name and password of a user who has the corresponding permissions should be stored. ","type":"text"},{"text":"ManualLogin","type":"text","marks":[{"type":"code"}]},{"text":" should be set to ","type":"text"},{"text":"false","type":"text","marks":[{"type":"code"}]},{"text":".","type":"text"}]},{"type":"panel","attrs":{"panelType":"note"},"content":[{"type":"paragraph","content":[{"text":"Before the retrieval with a user works, a manual login must be performed once. For this ","type":"text"},{"text":"ManualLogin","type":"text","marks":[{"type":"code"}]},{"text":" must be set to ","type":"text"},{"text":"true","type":"text","marks":[{"type":"code"}]},{"text":" and the address provider must be started with the recipient dialog. Now a login window appears, where username and password have to be entered. Once this has been done, the calls with this user will work afterwards even if ","type":"text"},{"text":"ManualLogin","type":"text","marks":[{"type":"code"}]},{"text":" is set to ","type":"text"},{"text":"false","type":"text","marks":[{"type":"code"}]},{"text":".","type":"text"}]}]},{"type":"paragraph","content":[{"text":"Example configuration","type":"text","marks":[{"type":"strong"}]},{"text":" for Dynamics 365 Online connection:","type":"text"}]},{"type":"codeBlock","attrs":{"language":"xml"},"marks":[{"type":"breakout","attrs":{"mode":"wide"}}],"content":[{"text":"\n\n \n false\n \n Dynamics CRM\n \n https://my-subdomain.crm999.dynamics.com/api/data/v8.2/contacts\n \n 3000\n \n 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\n \n https://login.windows.net/common\n https://my-subdomain.crm999.dynamics.com/\n 11111111-1111-1111-1111-111111111111\n \n username@my-domain.ch\n PASSWORD\n \n false\n \n https://any-subdomain.my-domain.ch\n \n \n true\n \n \n myUserName\n myPassword\n myDomain\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Contact\n \n lastname\n firstname\n \n nickname\n birthdate\n jobtitle\n \n \n address1_line1\n address1_line2\n address1_line3\n address1_city\n address1_postalcode\n address1_postofficebox\n \n \n address1_country\n \n address1_country\n telephone1\n emailaddress1\n fax\n mobilephone\n websiteurl\n \n company\n \n department\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n","type":"text"}]},{"type":"rule"},{"type":"heading","attrs":{"level":2},"content":[{"text":"On Premieses","type":"text"}]},{"type":"paragraph","content":[{"text":"In order to use the Microsoft Dynamics 365 Web API from ","type":"text"},{"text":"Dynamics 365 On-Premises","type":"text","marks":[{"type":"strong"}]},{"text":", the attribute ","type":"text"},{"text":"active","type":"text","marks":[{"type":"code"}]},{"text":" must be set to ","type":"text"},{"text":"true","type":"text","marks":[{"type":"code"}]},{"text":" for ","type":"text"},{"text":"OnPremiseConnectionSettings","type":"text","marks":[{"type":"code"}]},{"text":" (and to ","type":"text"},{"text":"false","type":"text","marks":[{"type":"code"}]},{"text":" for ","type":"text"},{"text":"CloudConnectionSettings","type":"text","marks":[{"type":"code"}]},{"text":").","type":"text"}]},{"type":"paragraph","content":[{"text":"The requests can be sent with the credentials of the respective user (","type":"text"},{"text":"UseDefaultCredentials","type":"text","marks":[{"type":"code"}]},{"text":" is ","type":"text"},{"text":"true","type":"text","marks":[{"type":"code"}]},{"text":") or a user with domain and password can be specified for all requests:","type":"text"}]},{"type":"codeBlock","attrs":{"language":"xml"},"content":[{"text":"false\n\n myUserName\n myPassword\n myDomain\n","type":"text"}]},{"type":"paragraph","content":[{"text":"Example configuration ","type":"text","marks":[{"type":"strong"}]},{"text":"for Dynamics 365 on-premises connection:","type":"text"}]},{"type":"codeBlock","attrs":{"language":"xml"},"marks":[{"type":"breakout","attrs":{"mode":"wide"}}],"content":[{"text":"\n\n \n false\n \n Dynamics CRM\n \n https://my-subdomain.crm999.dynamics.com/api/data/v8.2/contacts\n \n 3000\n \n 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\n \n https://login.windows.net/common\n https://my-subdomain.crm999.dynamics.com/\n 11111111-1111-1111-1111-111111111111\n \n username@my-domain.ch\n PASSWORD\n \n false\n \n https://any-subdomain.my-domain.ch\n \n \n true\n \n \n myUserName\n myPassword\n myDomain\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Contact\n \n lastname\n firstname\n \n nickname\n birthdate\n jobtitle\n \n \n address1_line1\n address1_line2\n address1_line3\n address1_city\n address1_postalcode\n address1_postofficebox\n \n \n address1_country\n \n address1_country\n telephone1\n emailaddress1\n fax\n mobilephone\n websiteurl\n \n company\n \n department\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n","type":"text"}]},{"type":"paragraph"},{"type":"heading","attrs":{"level":2},"content":[{"text":"Legacy Configuration (Cloud/Online)","type":"text"}]},{"type":"paragraph","content":[{"text":"If the connection settings are directly in the ","type":"text"},{"text":"AddressProvider","type":"text","marks":[{"type":"code"}]},{"text":" element, then a cloud/online Dynamics (Dynamics 365 Online) is assumed.","type":"text"}]},{"type":"paragraph","content":[{"text":"This example ","type":"text"},{"text":"should not be used","type":"text","marks":[{"type":"strong"}]},{"text":", it is only supported for compatibility reasons:","type":"text"}]},{"type":"codeBlock","attrs":{"language":"xml"},"marks":[{"type":"breakout","attrs":{"mode":"wide"}}],"content":[{"text":"\n\n \n false\n \n Dynamics CRM\n \n https://my-subdomain.crm999.dynamics.com/api/data/v8.2/contacts\n \n 3000\n \n [siehe andere Beispiele]\n \n https://login.windows.net/common\n https://my-subdomain.crm99.dynamics.com/\n 11111111-1111-1111-1111-111111111111\n \n username@my-domain.ch\n PASSWORD\n \n false\n \n https://any-subdomain.my-domain.ch\n \n \n [siehe andere Beispiele]\n \n \n \n [siehe andere Beispiele]\n \n","type":"text"}]},{"type":"rule"},{"type":"heading","attrs":{"level":2},"content":[{"text":"ContactMapping","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"ContactMapping","type":"text","marks":[{"type":"strong"}]},{"text":" See ","type":"text"},{"text":"XML contact mapping","type":"text","marks":[{"type":"strong"},{"type":"link","attrs":{"href":"https://primesoft-group.atlassian.net/wiki/spaces/PDTEN/pages/61408087"}}]},{"text":".","type":"text"}]}]}]}],"version":1}

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