# Dynamics CRM V4, 2011

There are two connector types available, one for V4 and on for 2011. The comments below apply to both, but make sure you select the correct type.

The connectors allow you to select CRM running on:

- On premise (Active Directory)
- Internet Facing Deployment (IFD)
- CRM Online (Windows Live).
- Office 365 integrated (2011 only)

### URL

This is the base URL for your Dynamics CRM instance. You need to include the port number if it is not using port 80. Examples:

- http://localhost
- http://myserver:5555
- https://myOrg.crm.dynamics.com

### Hosted Server URL

If you are using CRM Online or Office 365, enter the base server address:

- US: crm.dynamics.com
- UK: crm4.dynamics.com

###

### Credentials

It is recommended that the login user have System Administrator role allocated to them.

For Active Directory and IFD deployments, Inaport can log into Dynamics CRM using default credentials (the identity of the logged on user) or using the identity specified. In either case, the identity must be an Active Directory user and be a user in CRM.

- User - a login ID, not a full user name
- Password - password for the login ID
- Server domain - as shown in the Dynamics CRM User Information page.
  To see the user information, go to Settings - Administration - Users, then double click on the user. If the Domain Login Name is 'TITAN\Administrator', then the domain is 'TITAN'.

For a CRM Online or Office 365 deployment, the login credentials are a valid Windows Live ID or Office 365 ID that is a user in the system.

###

### Organization Name

Click the 'Get Organization Names' to populate the list of organization names, then select the correct organization.

NOTE: This requires a partial log into the Dynamics CRM server. If your URL or credentials are incorrect, this will fail.

###

### User List

When a record is created in Dynamics CRM, the owner will be the login user. You can select a different user from the set of users in the system. If you do select a different user:

1. the record will still be created and owned by the login user, then
2. the record ownership will be changed to the specified user.

There is a performance penalty for this change; if possible, have the login user be the best default owner, then use the usermap() or the mssetowner() functions to reassign ownership when required.

### Add 'ip_importid' attribute to entities

It is often important to be able to store a unique identifier when creating new records in the system. This is particularly true when migrating from a legacy system.

If you select this option, Inaportwill check the set of attributes of each entity is touches, and add an attribute called 'ip_importid'. This is a 100 character text field, that can then be used for storing any unique identifier your source data provides.

### Add new values to picklist attributes

If you select this option, Inaport will check the defined values for any picklist attribute you map to. If the value currently being imported is not in the list, it will be added to the list and then selected.

### Send Date/Time in UTC format.

By default, when dates and times are sent to the server, they are assumed to be in the time zone of the machine logged in. Ticking this box will cause the dates and times to be interpreted as being in the UTC time zone.

You can check the time zone of the logged in user by going to 'Set Personal Options' for the user.

### Test Connection

This will attempt to log into Dynamics CRM using the information supplied, and retrieve the ID of the user. You will be given a message indicating success or failure.