The activation of the integration connector can be done from BSS Setup. For creating a new CRM instance, you must navigate to BSS > Setup > System Options > Systems Setup and select the Activate action for the "MS Dynamics 365 CRM" connector. You will be asked to set a unique name for the new instance that will be created.
You will then be redirected to the "Edit Integration" page of the new instance where you must press Save for the creation to be completed.
The new instance is now available in the list of "Enabled Connectors". From this section, by selecting "Settings" you can configure your instance.
Defining your Installation URL and the Server Variables
You enter a meaningful name for the instance and then select "MS Dynamics CRM 2016 oDATA" from the Web API drop-down list. Then enter your installation's Server URL , the Server Variables and oAuth2 credentials.
Server Variable
Description
Value
Prefer Header
This server variable is used to set header of each request to CRM to get the JSON response body
return=representation
Default unit for the product
This will be used as default unit for the products
Steps to get this value:
Use postman to get available "Primary Unit"
API : https://[CRM organization URI]/api/data/v8.0/uoms
HTTP method GET
In the above #1 response, search for "name": "Primary Unit" or any other primary unit which you want to set as default unit for the product. Get the value of "uomid" to specify in this server variable.
Default unit group for the product
This will be used as default unit group for the products
Steps to get this value:
Use postman to get available "Default Unit"
API : https://[CRM organization URI]/api/data/v8.0/uomschedules
HTTP method GET
In the above #1 response, search for "name": "Default Unit" or any other default unit group which you want to set as default unit group for the product. Get the value of "uomscheduleid" to specify in this server variable.
Default Account
In Dynamics CRM account is a compulsory field for incidents, hence this default account will be used for BSS cases created without account
Steps to get this value:
Use postman to get Account list
API : https://[CRM organization URI]/api/data/v8.0/accounts
HTTP method GET
In the above #1 response, search for "accounted" of the account to consider it as default account and specify the value in this server variable.
Default Pricelevel
This will be used for various modules e.g. product, order, invoice etc.
Steps to get this value:
Login to CRM portal and create a currency specific price level/price list. Please refer Microsoft CRM documentation to create price list
Use postman to get the id of created price list in #1 step
API : https://[CRM organization URI]/api/data/v8.0/pricelevels
HTTP method GET
In the above #2 response, search for name of the price list which you have created in #1 step above and get the value of "pricelevelid" element to specify for this server variable
Open Parentheses
The value of this server variable should be (
Close Parentheses
The value of this server variable should beĀ )
Authentication
A valid username, password, client id, client secret and resource must be set in the corresponding textbox in order for BSS to be able to authenticate itself with the MS Dynamics CRM. Resource is the CRM Web API API base URL.
Check Authorization
A valid x-authenticationfull url should be filled in the JSON transformation in order to be able to check Authentication. The URL must include the server URL then followed by the a GET API, for example: https://\[CRM organization URI]/api/data/v8.0/accounts
Replace "[CRM organization URI]" with your CRM organization URL
Specify tokenURL
Replace "[ADFS Server IP]" with your ADFS (Active Directory Federation Server) FQDN
Synchronization Options
This table presents all available operations for the supported entities. In order to be able to sync an entity, the corresponding action must be checked.
Synchronization Lookups
Lookups enable the mapping between entities that cannot be synced with Integration Framework. For each of these entities a table is available with all the available values in BSS. To map any of these entities and values the relevant value from the MS Dynamics CRM entity must be set, in order to be used during synchronization. For the CRM connector the following lookups must be setup:
Push
Pull
Account
Account Industry -> CRM account industry Account currency -> CRM account currency
Account Industry -> CRM account industry Account currency -> CRM account currency Account address country -> CRM account country
Contact
-
-
Product
-
-
Order
-
-
Order Item
-
-
Invoice
Invoice Stage -> CRM statecode
-
Invoice Item
-
-
Case
Case stage -> CRM servicestage Case type -> CRM casetypecode Case priority -> CRM prioritycode
Case stage -> CRM servicestage Case type -> CRM casetypecode Case priority -> CRM prioritycode
Below is an example of Currency lookup between BSS and MS Dynamics CRM