Dynamics CRM Connection

Overview

Dynamics CRM Connection Manager is SSIS Connection Manager for establishing Dynamics CRM connections. Use the API to build components based on Dynamics CRM Connection Manager.

Setup

Use the Dynamics CRM Connection Manager dialog to specify properties for connecting to Dynamics CRM service.

Server Options

Edition

Specify edition. This property has the options listed in the following table.

Value	Description
CRM 2011	Connect to CRM 2011 web services. Requires .NET 3.0 and up.
CRM 4.0	Connect to CRM 4.0 web services.
CRM 3.0	Connect to Dynamics CRM 3.0.

Deployment

Specify deployment type. This property has the options listed in the following table for CRM 2011 edition.

Value	Description
Office 365	Connect to Office 365 deployed Dynamics CRM.
Federation	Connect to Federation authenticated Dynamics CRM.
Live	Connect to Dynamics CRM Live service.

This property has the options listed in the following table for CRM 4.0 edition.

Value	Description
Premise	Connect to on-premise Dynamics CRM server.
Live	Connect to Dynamics CRM Live service.
Hosted	Connect to hosted Dynamics CRM.

Server

Specify the name or IP address of the Dynamics CRM service. Microsoft-hosted Dynamics CRM uses different address for different regions. The addresses for each region and web service type are listed in the following tables.

Office 365 CRM 2011

Value Description

disco.crm.dynamics.com North America (default)

disco.crm4.dynamics.com EMEA

disco.crm5.dynamics.com APAC
Live CRM 2011

Value Description

dev.crm.dynamics.com North America (default)

dev.crm4.dynamics.co EMEA

dev.crm5.dynamics.com APAC
Live CRM 4.0

Value Description

crm.dynamics.com North America (default)

crm4.dynamics.com EMEA

crm5.dynamics.com APAC

Value	Description
disco.crm.dynamics.com	North America (default)
disco.crm4.dynamics.com	EMEA
disco.crm5.dynamics.com	APAC

Value	Description
dev.crm.dynamics.com	North America (default)
dev.crm4.dynamics.co	EMEA
dev.crm5.dynamics.com	APAC

Value	Description
crm.dynamics.com	North America (default)
crm4.dynamics.com	EMEA
crm5.dynamics.com	APAC

User name: Specify user name to access Dynamics CRM.

Password: Specify password to access Dynamics CRM.

Organization: Select organization name. Note: Not available in CRM 3.0

Time-out (secs): Specify the number of seconds before timing out session connect. The default value of this property is 100 seconds.

RetainSameConnection

Specify if all clients should use the same connection. This property has the options listed in the following table.

Value	Description
True	All clients use same connection (default).
False	Every client use different connection.

CallerId (1.6 SR-1): Specify caller identifier for user impersonation.

Test Connection: Confirm connection manager configuration by clicking Test Connection.

Proxy Options

Host: Specify the name or IP address of the proxy server. If not specified, proxy server is not used.

Port: Specify the port number on the proxy server to use for the connection.

User name: Specify user name to access the proxy server.

Password: Specify password to access the proxy server.

How to trace the web services calls in use?

You can use the regular .NET network tracing facilities to trace the web services calls. Follow these steps to enable tracing:

Go to DTS\Binn folder and open DtsDebugHost.exe.config file in your favorite text editor.

Include following settings inside configuration element:

    <system.diagnostics>
      <trace autoflush="true" />
      <sources>
        <source name="System.Net" maxdatasize="1024" tracemode="protocolonly">
          <listeners>
            <add name="MyTraceFile" />
          </listeners>
        </source>
      </sources>
      <sharedListeners>
        <add
          name="MyTraceFile"
          type="System.Diagnostics.TextWriterTraceListener"
          initializeData="c:\System.Net.trace.log" />
      </sharedListeners>
      <switches>
        <add name="System.Net" value="Verbose" />
      </switches>
    </system.diagnostics>

initializeData attribute controls where the trace log file is saved. Now when you execute a package inside Visual Studio, "c:\System.Net.trace.log" file will contain the web services tracing information. If you want to trace when you execute packages outside Visual Studio, include the settings above in DTExec.exe.config configuration file.

Make sure you comment or remove the tracing settings after you finish testing. Otherwise this may slow down your package execution speed considerably.