Supported versions : Dynamics CRM 2016 v8.2
Supported Synchronization Options: Accounts, Contacts, Products, Invoices, Invoice Items, Orders, Order Items , Cases
In order to use Integration Framework with CRM, BSS needs to authenticate itself by using OAuth2 (ClientID, ClientSecret, user name, password and resource). These values can be retrieved while adding "Application Group" in AD FS.
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.
This page explains which are the Push and Pull methods supported by MS Dynamics 365 CE connector. Push are the methods where interworks.cloud platform sends information to CRM and pull are the methods where we get information from CRM. For each method the data transformation schema is explained.