Configure a Solicit-Response Send Port for the CData BizTalk Adapter for Dynamics CRM

This section provides step-by-step instructions for creating, configuring, and testing a static solicit-response send port using the CData BizTalk Adapter for Dynamics CRM. You can use a static solicit-response send port to execute commands and access the results in BizTalk. You can use send ports to execute updategram commands, SQL commands, and stored procedure operations.

Create and Configure the Send Port

Create a static solicit-response send port and configure it to use the adapter as its transport type.

1. If you have not already done so, open your BizTalk application in the BizTalk Administration Console.
2. In the node for your BizTalk application, right-click Send Ports and select New -> Static Solicit-Response Send Port. The Send Port Properties dialog is displayed.
3. In the Send Port properties, enter a name for the receive port.
4. In the Transport Type menu, select CData.DynamicsCRM;.
5. In the Send pipeline menu, select the default option, PassThruTransmit.
6. In the Receive pipeline menu, select the default option, PassThruReceive.

Configure the Adapter

Define the command the adapter will execute in the Transport Properties dialog.

1. In the send port properties, click the Configure button. The Adapter Transport Properties dialog is displayed.
2. In the CommandType property, select the command type you want.
3. If you want to execute an SQL command, enter the command in the SQL Command box.

Refer to the "Adapter Configuration" chapter in the help documentation for a description of the various properties and their functions.

Configure the Connection to Dynamics CRM

Configure credentials and other properties required to connect to Dynamics CRM in the Connection String Options dialog.

1. In the send port properties, click Configure. The adapter properties dialog is displayed.
2. Click the button in the Connection String property. The Connection String Options dialog is displayed.
3. Enter the connection properties. Below is a typical connection string: User=myuseraccount;Password=mypassword;URL=https://myOrg.crm.dynamics.com/;CRM Version=CRM Online;

   The connection string options meet the authentication and connection requirements of different Dynamics CRM instances. To connect to your instance, set the User and Password properties, under the Authentication section, to valid Dynamics CRM user credentials and set the Url to a valid Dynamics CRM server organization root. Additionally, set the CRMVersion property to 'CRM2011+' or 'CRMOnline'. IFD configurations are supported as well; set InternetFacingDeployment to true.

   Additionally, you can provide the security token service (STS) or AD FS endpoint in the STSURL property. This value can be retrieved with the GetSTSUrl stored procedure. Office 365 users can connect to the default STS URL by simply setting CRMVersion.

4. Click Test Connection to verify the values and test connectivity.

Refer to the "Connection String Options" chapter in the help documentation for a description of the various properties and their functions. The updategram tutorial for the adapter for Dynamics CRM walks through the steps to create a simple application that uses a solicit-response send port to execute an insert updategram to Dynamics CRM.