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MICROSOFT DYNAMICS CRM CONNECTOR BY – ANKUSH SHARMA

Microsoft Dynamics CRM Connector

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Page 1: Microsoft Dynamics CRM Connector

MICROSOFT DYNAMICS CRM CONNECTOR

BY – ANKUSH SHARMA

Page 2: Microsoft Dynamics CRM Connector

MICROSOFT DYNAMICS CRM CONNECTOR

• The Microsoft Dynamics Customer Relationship Management (CRM) connector lets you access Microsoft Dynamics CRM’s SOAP Organization Service. You can add this connector to an Anypoint Studio flow.

Page 3: Microsoft Dynamics CRM Connector

PRE-REQUISITES

• Configuring the connector requires minimal parameters except for advanced use:

• Username and password for users granted access to CRM

• Organization Service URL - usually in the format: https://mulesoft03.api.crm.dynamics.com/XRMServices/2011/Organization.svc

Page 4: Microsoft Dynamics CRM Connector

MICROSOFT DYNAMICS CRM CONNECTOR – CONFIGURATION WIZARD (GENERAL TAB) (CONT.)

Page 5: Microsoft Dynamics CRM Connector

MICROSOFT DYNAMICS CRM CONNECTOR – CONFIGURATION WIZARD (GENERAL TAB)

• Following are the options on general tab –• Display Name – The name of the connector to be displayed in Mule flow.

• Connector Configuration – Reference to the global connector configuration.

• Operation – Determines what operation to perform on Microsoft database.

Page 6: Microsoft Dynamics CRM Connector

MICROSOFT DYNAMICS CRM CONNECTOR –CONNECTOR CONFIGURATION WIZARD (GENERAL TAB) (CONT.)

Page 7: Microsoft Dynamics CRM Connector

MICROSOFT DYNAMICS CRM CONNECTOR – CONNECTOR CONFIGURATION WIZARD (GENERAL TAB)

• Following are the options on general tab –

• Name – The name of the global connector configuration.

• Username – The username provided by Microsoft CRM.

• Password – The password for given username.

• Organization Service URL – The path to Microsoft Dynamics CRM organization service.

• Authentication Retries – Tells how many times the connector will retry if authentication fails.

• Connection Timeout – Connection Timeout time in second.

Page 8: Microsoft Dynamics CRM Connector

MICROSOFT DYNAMICS CRM CONNECTOR –CONNECTOR CONFIGURATION WIZARD (POOLING PROFILE TAB) (CONT.)

Page 9: Microsoft Dynamics CRM Connector

MICROSOFT DYNAMICS CRM CONNECTOR –CONNECTOR CONFIGURATION WIZARD (POOLING PROFILE TAB)• Mule Microsoft Dynamics CRM Connector configuration’s pooling profile tab contains following

properties –• Use default connection pool config – This radio button is used

enable default connection pooling setting of this connector.

• Define connection pool config – Radio button used to create

custom connection pooling settings.

• Max active – Property which define how many connections can be

there in connection pool.

• Max idle – Defines maximum number of connections that can be idle.

• Initialization policy – Defines how to initialize new connections.

• Exhausted action – Defines how to release a connection after usage.

• Max wait – Maximum time to wait for a new connection to be available.

• Min eviction time – Minimum amount of time a connection can sit idle for.

Page 10: Microsoft Dynamics CRM Connector

MICROSOFT DYNAMICS CRM CONNECTOR –CONNECTOR CONFIGURATION WIZARD (RECONNECTION TAB) (CONT.)

Page 11: Microsoft Dynamics CRM Connector

MICROSOFT DYNAMICS CRM CONNECTOR –CONNECTOR CONFIGURATION WIZARD (RECONNECTION TAB)• The Reconnection tab contains following properties –

• Do not use a Reconnection Strategy – This is the default radio

button which specifies do not try to reconnect if there is error

connecting to the web address URL.

• Standard Reconnection – Use this radio button to enable a standard reconnection strategy.

• Frequency (ms) – The frequency time in milliseconds after which the connector will try to access the web address URL.

• Reconnect Attempts – This tells how many times the AJAX connector will try to connect to web address URL.

• Reconnector Forever – Check this box if there is need to make connector connect to web address URL until there is a successful connection with it.

• Custom Reconnection – Use this radio button to create a custom Reconnection strategy.

• Class – The java class which will come in action after a failed connection attempt.

• Run the connection in a separated thread – Check this box if there is need to use this custom reconnection operation in separate thread.

Page 12: Microsoft Dynamics CRM Connector

MICROSOFT DYNAMICS CRM CONNECTOR –CONFIGURATION WIZARD (NOTES TAB)

• Notes Tab is used to add special notes to Mule Microsoft Dynamics CRM Connector.

Page 13: Microsoft Dynamics CRM Connector

THANK YOU!