Setup a CRM Connection using CRM Connection Manager

SSIS Integration Toolkit CRM Connection Manager is an SSIS connection manager that can be used to establish connections with the Microsoft Dynamics CRM Server. 

The CRM connection manager allows you to specify how you want to connect to your CRM server. 

To add a CRM connection to your SSIS package, right-click in Connection Manager area, and choose "New Connection..." from the context menu. You will be prompted the "Add SSIS Connection Manager" window where you can add the "DynamicsCRM" item.

new connection

Add CRM Connection Manager

The CRM Connection Manager contains the following three pages which configures how you want to connect to the Microsoft Dynamics CRM server.

  • CRM Server
  • Advanced Settings
  • More Info

CRM Server page

The CRM Server page of the CRM Connection Manager allows you to specify general settings for the connection.

CRM Connection Manager

Authentication Type

The Authentication Type option allows you to specify the deployment type of your CRM server and what authentication is used. There are four options available.

  • Active Directory (On-Premise)
  • Federation (IFD, On-Premise or Partner-hosted)
  • Online Federation (Office 365 CRM Online)
  • LiveId (Legacy CRM Online)

Note that Online Federation option is only available since v5.2 release. If you use any prior versions, you should choose Federated option when working with an Office 365 (OSDP) CRM Online instance.

CRM Discovery Server

The CRM Discovery Server option allows you to specify the CRM discovery server URL which you can use to discover your CRM organizations and their web service URLs. The CRM discovery server can be found in the CRM system from Settings | Customizations | Developer Resources after you have logged in to your CRM application. 

Please ensure to enter the full URL of your CRM discovery server, the path after the server name is not needed.  

For instance, the following is a sample list of CRM discovery servers that you can enter in the CRM connection manager if you are using CRM online or Office 365 (The list below is for reference only, and it may not represent the most updated information). 

Location Office 365 CRM Online
Discovery Server URL
Legacy CRM Online
Discovery Server URL (Live ID)
North America https://disco.crm.dynamics.com/ https://dev.crm.dynamics.com/
EMEA https://disco.crm4.dynamics.com/ https://dev.crm4.dynamics.com/
APAC https://disco.crm5.dynamics.com/ https://dev.crm5.dynamics.com/
South America https://disco.crm2.dynamics.com/ https://dev.crm2.dynamics.com/

Note that since v5.2, we offer a drop-down list which allows you to pick the URL from the list based on your region, so you no longer need to type in the above URLs.

Similarly, for On-Premise or IFD deployments, the URL should typically be in one of the following formats, depending on your CRM server's setup. 

  • http://CrmServerName/
  • https://CrmServerName/
  • http://CrmServerName:PortNumber/
  • https://CrmServerName:PortNumber/
Service Endpoint

The Service Endpoint option allows you to specify the service endpoint that you want to use in order to connect to the Microsoft Dynamics CRM server. We currently support the following options:

  • SOAP 2011 (CRM 2016, 2015, 2013, 2011)
  • SOAP 2007 (CRM 4.0 and CRM 2011 On-premise)
  • SOAP 2006 (CRM 3.0)

Depending on the version of your CRM server, you can choose different service endpoints. For CRM 2011 On-Premise Server, you can use either the SOAP 2011 endpoint or the SOAP 2007 endpoint. The SOAP 2011 endpoint is generally recommended as we have better support for activity party (partylist) fields. SOAP 2011 is also the latest service interface, which is considered to have a better upgrade path in the future.

SDK Client Version (deprecated since v6.0)

The SDK Client Version option allows you to specify the SDK version that you use to talk to the CRM Server. This option is only available when the SOAP 2011 service endpoint is used. Currently there is only one option available.

  • 6.0

The option is only necessary (when available) if you need to work with entityimage field, which is a new feature introduced since CRM 2013. Since our v6.0 release of the toolkit, we always send in a SDK Client Version in order to work with the latest CRM metadata.

Use Integrated Authentication

This option is only available if you have chosen "Active Directory (On-Premise)" as Authentication Type. Using this option, you have the flexibility of not saving your login credential in the SSIS package, which might help simplify the deployment process of your SSIS packages. 

User Name

The User Name option allows you to specify the user account that you want to use when connecting to your CRM server. Depending on how the CRM connection is used, the user account needs to have proper privileges in your CRM system . 

Password

The Password option allows you to specify the password for the above user account in order to login to your CRM server.

NOTE:  The Password is not included in the CRM connection manager's ConnectionString property by default. This is done by design for security reasons. However, you can include it in your ConnectionString if you want to parameterize your connection manager. The format would be Password=myPassword; (make sure you have a semicolon as the last character). It can be anywhere in the ConnectionString. 

Domain

The Domain option is used to specify the active directory domain of the CRM user account. This option is only available when the Authentication Type is "Active Directory (On-Premise)". 

Organization

After the CRM server location and login credentials have been provided, you can click the drop down button of the Organization option to show a list of available organizations that the user has access to. Select the organization that is intended to be used. 

Test Connection

After all the connection information has been provided, you may click the "Test Connection" button to test if the user can successfully login to the CRM server.

If you happen to run into the following error message when testing the connection, it is most likely that the provided CRM organization does not exist in the target CRM server.

Metadata contains a reference that cannot be resolved: 'http://xrmsvr/CrmOrganizationName/XRMServices/2011/Organization.svc?wsdl'. (System.ServiceModel)
ADDITIONAL INFORMATION:
The remote server returned an error: (404) Not Found. (System)

Connection error

Proxy Server page

The Proxy Server page of CRM Connection Manager allows you to specify how you want to configure the proxy server.

CRM Connection Manager

Proxy Mode (since v8.0)

Proxy Mode option allows to specify how you want to configure the proxy server setting. There are three options available.

  • No Proxy
  • Auto-detect (Using system configured proxy)
  • Manual
Proxy Server

Using the Proxy Server option, you can provide a proxy server to connect to the CRM server.

Port

The Port option allows you to specify port number of the proxy server for the connection.

Username (Proxy Server Authentication)

The Username option (under Proxy Server Authentication) allows you to specify the proxy user account.

Password (Proxy Server Authentication)

The Password option (under Proxy Server Authentication) allows you to specify the proxy user's password.

NOTE:   Proxy Password is not included in the CRM connection manager's ConnectionString property by default. This is done by design for security reasons. However you can include it in your ConnectionString if you want to parameterize your connection manager. The format would be ProxyPassword=myProxyPassword; (make sure you have a semicolon as the last character). It can be anywhere in the ConnectionString.

Advanced Settings page

The Advanced Settings page of CRM Connection Manager allows you to specify some advanced settings of the connection. 

CRM Connection Manager

Timeout (secs)

The Timeout (secs) option allows you to specify a timeout value in seconds for the connection. The default value is 60 seconds.

CRM Server URL (since v5.1)

The CRM Server URL is the actual URL that is utilized by the connection manager to make service calls to CRM. This field should be prepopulated for you. In special cases where you want to specify the CRM Server URL, you can change the value by first unlocking the field using the lock/unlock button next to it.

Home Realm Uri (since v4.1)

Specify the URI of the cross realm STS metadata endpoint. It should typically be a URL starting with https. This option is usually optional, and it may be required for certain deployment. In the case that this option is required, it should typically be in the following format.

https://adfs-server-name.mycompany.com/adfs/services/trust/mex
Retry on Intermittent Errors (since v5.1)

This is an option designed to help recover from possible intermittent outages or disruption of service so the integration does not have to be stopped because of such temporary issues. Enabling this option will allow service calls to be retried upon certain types of failure. A service call may be retried up to 3 times before an exception is fired. Retries occur after 0 seconds, 15 seconds, and 60 seconds.

Warning: Although we have carefully designed this feature so that such retries should only happen when it is deemed to be safe to do so. However, in some extreme occasions, such retried service calls could result in the creation of duplicate data.

Note that between v3.0 and v5.0 SR-1 (inclusive), the retry implementation was enabled by default, and there is no option to turn it off until v5.1 release.

Ignore Certificate Errors (since v7.2)

This option can be used to ignore those SSL certifcate errors when connecting to CRM server.

Warning: Enabling "Ignore Certificate Errors" option is generally NOT recommended, particularly for production instance. Unless there is a strong reason to believe the connection is secure - such as the network communication is only happening in an internal infrastructure, this option should be unchecked for best security.

Note: When this option is enabled, it applies to all HTTP-based SSL connections in the same job process, it is not just limited to Dynamics CRM connections.

More Info page

The More Info page contains basic information about the toolkit. In this page, you can find the version information of the toolkit.

CRM Connection Manager