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«Connector for Microsoft Dynamics® Installation Guide June 2014 Find updates to this documentation at the following location: ...»

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Install Connector for Microsoft Dynamics Review the system requirements as listed in the Connector for Microsoft Dynamics ERP configuration guide for your ERP system before you begin the installation process. Only one instance of Connector for Microsoft Dynamics can be installed on a system at any time.

Note: Depending on your Microsoft Dynamics ERP, Connector for Microsoft Dynamics might be available with the installation application for the ERP. For more information, see the configuration guide for your Microsoft Dynamics ERP.

1. Install Connector for Microsoft Dynamics.

2. Double-click Connector for Microsoft Dynamics.msi. Click Next.

3. Read and accept the Microsoft Software License Terms. Click Next.

4. Enter the name of the Microsoft SQL server where the MSDI database is to be stored.

5. Click Next.

6. Enter the domain, user name, and password for the service account to use when you are running integrations. For more information about this account, see Service account.

7. Click Next. If the account that you entered in step 6 is valid, the Ready to install page is displayed.

8. Click Install.

9. Click Finish to complete the installation.

Tips:

 The MSDI database does not need to be on the same physical server as Connector for Microsoft Dynamics.

 Make sure that Connector for Microsoft Dynamics and the Microsoft Dynamics ERP database are located in the same time zone.

 If an error message is displayed that refers to a dpac or SQL server setup issue, see the “Troubleshooting ‘The RPC server is unavailable’” article on TechNet (http://social.technet.microsoft.com/wiki/contents/articles/4494.troubleshooting-the-rpcserver-is-unavailable.aspx), and the “How IT Works: Troubleshooting RPC Errors” article on the TechNet magazine website (http://technet.microsoft.com/enus/magazine/2007.07.howitworks.aspx).

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

Configuration After you have installed or upgraded Connector for Microsoft Dynamics, you must configure the adapter settings for Microsoft Dynamics CRM and for the Microsoft Dynamics ERP system that you are integrating with.

Note: You must complete these procedures in the order that is listed below, or Connector for Microsoft Dynamics will not operate correctly and data will not be synchronized between Microsoft Dynamics CRM and the Microsoft Dynamics ERP.

To configure Connector for Microsoft Dynamics, complete the following procedures:

1. Configure adapter settings for Microsoft Dynamics CRM.

2. Configure organizations for Microsoft Dynamics CRM.

3. Configure adapter settings for your Microsoft Dynamics ERP system. For configuration procedures, see the Connector for Microsoft Dynamics ERP configuration guide for your ERP system.

4. Set up duplicate detection (optional).

5. Run initial data synchronization. For procedures, see the Connector for Microsoft Dynamics ERP configuration guide for your ERP system.

Configure adapter settings for Microsoft Dynamics CRM Before you can integrate data between Microsoft Dynamics CRM and a Microsoft Dynamics ERP system, you must provide settings for the adapters that the integration process will use. The first time that you start Connector for Microsoft Dynamics, the Adapter Settings window is displayed so that you can enter settings for the adapters that were installed.

If you are using Microsoft Dynamics CRM online deployments only, see Tips for configuring the Microsoft Dynamics CRM adapters.

Note: If you created custom entities for Microsoft Dynamics CRM in a previous version of Connector for Microsoft Dynamics, review the.config files for the custom entities after upgrade and before configuration. If a custom entity in Microsoft Dynamics CRM has the same display name as a system entity, delete the.config files for the custom entity and any.config files with the same display name.

Any changes to the display name of the custom entity after configuration will not affect the.config files.

Configure settings for Microsoft Dynamics CRM 4.0 adapter If you are integrating with Microsoft Dynamics 4.0 or are upgrading a current installation of Connector for Microsoft Dynamics and you want to continue using current adapter settings, follow the procedures below.

Note: If you are upgrading from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011, verify that you have installed the ERP solution. For more information, see Upgrade from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011.

1. Open Connector for Microsoft Dynamics.

(Click Start, select All Programs, select Microsoft Dynamics, select Microsoft Dynamics Adapter, and then select Connector for Microsoft Dynamics.)

2. If the Adapter Settings window did not open automatically, click Adapter Settings.

3. In the left pane of the Adapter Settings window, select Microsoft Dynamics CRM.

4. Enter the name of the domain that the Microsoft Dynamics CRM server belongs to.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

5. Enter the user name and password for the CRM Integration account. For more information about this account, see CRM Integration account.





6. Enter the port number that the Microsoft Dynamics CRM Discovery web service uses. If you are connecting to Microsoft Dynamics CRM online, this value should be left blank.

7. Enter the name of the server that hosts Microsoft Dynamics CRM. If you are connecting to Microsoft Dynamics CRM online, this value should be dev.crm.dynamics.com.

8. If you are connecting to Microsoft Dynamics CRM online, select the check box for Microsoft Dynamics CRM online.

9. Click Apply.

10. Click Test Settings to connect to the Microsoft Dynamics CRM Discovery web service using the information that you entered. If the information that you entered in the steps above is incorrect, this test will fail and you must enter the correct information before you can register the Microsoft Dynamics CRM adapter.

11. Continue to Configure Microsoft Dynamics CRM organizations.

Configure settings for Microsoft Dynamics CRM 2011 adapter If you are installing Connector for Microsoft Dynamics for the first time, or if you are upgrading from a previous version of Connector for Microsoft Dynamics, follow the procedures below.

Note: Before you configure this adapter, download the Windows Identity Foundation (http://www.microsoft.com/download/en/details.aspx?id=17331).

1. Open Connector for Microsoft Dynamics.

(Click Start, select All Programs, select Microsoft Dynamics, select Microsoft Dynamics Adapter, and then select Connector for Microsoft Dynamics.)

2. If the Adapter Settings window did not open automatically, click Adapter Settings.

3. In the left pane of the Adapter Settings window, select Microsoft Dynamics CRM 2011.

4. Enter the domain, user name and password for the CRM Integration account. For more information about this account, see CRM Integration account.

Note: For an on-premise installation, use the domain\user name format.

5. Enter the URL for the Microsoft Dynamics CRM Discovery Service. To locate this URL in Microsoft Dynamics CRM, click Settings, select Customizations, select Developer Resources, and then enter the host name that is displayed in the Discovery Service URL.

Note: The default URL uses the https transport. For an on-premise installation, use the appropriate binding for your deployment, for example, http.

6. Click Apply.

7. Click Test Settings to connect to the Microsoft Dynamics CRM Discovery web service using the information that you entered. If the information that you entered in the steps above is incorrect, this test will fail and you must enter the correct information before you can register the Microsoft Dynamics CRM adapter.

8. Continue to Configure Microsoft Dynamics CRM organizations.

Tips for configuring the Microsoft Dynamics CRM adapters  If the Secure Sockets Layer (SSL) is not set up correctly, an exception occurs in the web service and the following message is logged: “The underlying connection was closed: Could not establish trust relationship for the SSL/TLS secure channel.”  If the CRM Integration account specified for the Microsoft Dynamics CRM adapter settings is a valid Microsoft Dynamics CRM user in multiple Microsoft Dynamics CRM organizations, and not all of the

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

Microsoft Dynamics CRM organizations have been properly configured, the message “Test settings succeeded with warnings” is displayed when you click Test Settings. This means that the Test Settings operation was successful in validating some of the Microsoft Dynamics CRM organizations but failed with others.

If you do not see the Microsoft Dynamics CRM organization to integrate listed in the warning message, then the Test Settings operation was successful for that Microsoft Dynamics CRM organization.

If a warning message is displayed for the Microsoft Dynamics CRM organization to integrate, then you must configure Microsoft Dynamics CRM for the organization that you want to integrate and try the Test Settings link again.

 For Microsoft Dynamics CRM, the CRM Integration account specified for the Microsoft Dynamics CRM

adapter settings must be a member of the following security roles:

System Customizer o

Dynamics Integration o

When you run the Microsoft Dynamics CRM Configuration utility, the Dynamics Integration role is created and the specified CRM Integration account is automatically added to these roles.

If you click Test Settings before the CRM Integration account has been added to the System Customizer role for each Microsoft Dynamics CRM online organization that the user is a member of, the Test Settings operation will fail and a message will be displayed.

Messages will continue to be displayed until the CRM Integration account is added to the System Customizer role.

Configure Microsoft Dynamics CRM organizations The Microsoft Dynamics Configuration utility customizes Microsoft Dynamics CRM organizations to prepare them for integration. For information about the changes that are made to Microsoft Dynamics CRM organizations after you run this utility, see Changes made by the Microsoft Dynamics CRM Configuration utility.

Note: Some fields in this Configuration utility might already contain values, which were entered based on the information that you provided when you registered the Microsoft Dynamics CRM adapter.

Before you begin configuration, verify that you have configured the Microsoft Dynamics CRM adapter.

For more information, see Configure adapter settings for Microsoft Dynamics CRM.

Configure organizations for Microsoft Dynamics CRM 4.0

1. In Connector for Microsoft Dynamics, click Adapter Settings. In the left pane, select Microsoft Dynamics CRM.

2. Click Configure Microsoft Dynamics CRM.

3. In the Welcome dialog box, click Next.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

4. Enter the name of the server where the Microsoft Dynamics CRM Discovery web service role is installed and the port number that the web service uses.

5. Enter the domain, user name, and password for the CRM Deployment Administrator account or the Administrator account for Microsoft Dynamics CRM online. For more information about this account, see CRM Deployment Administrator account.

6. Click Get Organizations.

7. Select the organization to configure. The Microsoft Dynamics CRM Configuration utility must be run for each organization to integrate.

8. Verify that Install is selected in the Configuration Options area.

Note: Select the Remove option only if you want to remove customizations to the selected organizations that were made by the Configuration utility when it was last run.

9. Click Next.

10. Select the Microsoft Dynamics CRM entities to configure for integration. The preselected entities are those that are required for the standard out-of-the-box integration to run. If you have custom Microsoft Dynamics CRM entities to configure for integration, they are included in the entity list that is displayed. To view the available entities, click the plus sign (+) next to the organization name.

Select the check box next to each entity to configure. To add more entities later, run the utility again.

11. If this is not the first time that you are running the adapter configuration, and if you are adding a new entity or are making other changes to the adapter configuration, select the Skip complete configuration and only generate entity configurations check box.

12. Click Next.

CONNECTOR FOR MICROSOFT DYNAMICS® INSTALLATION GUIDE

13. If this is the first time that you are running the adapter configuration, select the Import and overwrite customizations check box.

Note: If you do not select the Import and overwrite customizations check box, or if you cancel the customizations, you cannot integrate data until these customizations are imported. For information about how to preserve existing customizations in Microsoft Dynamics CRM 4.0, see.

14. When the Configuration status for organization page is displayed, click Configure. If a message is displayed that indicates that existing customizations will be overwritten, click OK to continue.

15. When the “Finished updating organization” message is displayed, click Finish to exit the utility.

Note: After configuration is completed, customizations are published for Microsoft Dynamics CRM.

If you created customizations using the Microsoft Dynamics CRM Configuration utility, those customizations might be published after configuration is completed.

Configure organizations for Microsoft Dynamics CRM 2011

1. In Connector for Microsoft Dynamics, click Adapter Settings. In the left pane, select Microsoft Dynamics CRM 2011.

2. Click Configure Microsoft Dynamics CRM.

3. In the Welcome dialog box, click Next.



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