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Creating a Connection to Dynamics CRM 2011

The CRM 2011 System Resource is used to create a connection to a Microsoft Dynamics CRM 2011 implementation. Once created, the connection can be used by the Receive CRM 2011 Event to initiate a process when a CRM 2011 event occurs. Additionally, this system resource can also be used to add, edit, or remove CRM 2011 entities.
 
To create a CRM 2011 System Resource, complete the following steps:
  1. Check out the solution.

  2. Click the Create tab. The Solution Items ribbon menu is displayed.

  3. Click New Resource. A drop-down list is displayed.

  4. Select CRM System 2011 Resource. The CRM System 2011 Resource window is displayed.

  5. In the CRM 2011 System Resource name field, type a name for the new CRM 2011 resource.

  6. In the Crm Url field, type the name of the URL you would like to use as a repository. The format should start with http:// or https://. For example, http://crm.bluespring.com.

  7. In the Organization field, select an editor and set the field to the name of your organization.

    Note:
    By default, the organization will appear in the upper right corner of the CRM user interface below your user name.


  8. From the Credential Type options, select Integrated Credentials or Define Credentials.


    Note:
    If you select Integrated Credentials, then you are working in a sandbox environment where you have a server with CRM 2011 and Bluespring BPM 5 installed and you have given the System Account permission to access CRM. If this is not the case, then use Define Credentials.

    If you select Define Credentials, type the appropriate username, password, and domain, in the corresponding fields. The Password field is encrypted after you save, check in, and close the system resource. The credentials can be made dynamic by using values stored in data items.


  9. Click the save button. You created a new CRM 2011 System Resource.
Related Topics
Receive CRM 2011 Event

Source
BPM Designer Topics > Overview of Solution Items and Solution Item Topics > System Resources
Last modified at 7/31/2020 11:22 AM