All versions including 4.0, 2011/2013/2015/2016 Online & On-premise and Dynamics 365 (CRM 2017) are supported by SyncApps.
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Microsoft Dynamics CRM 4.0 and 2011/2013/2015/2016 Online with support for 2011/2013/2015/2016 On-premise and Dynamics 365 (CRM 2017).
SyncApps brings in your marketing metrics into Microsoft Dynamics CRM from your Marketing app of choice. See it here.
Microsoft Dynamics CRM 4.0
- On-Premise using Windows Integrated Authentication (Active Directory)
- On-Premise with Internet Facing Deployment (IFD) enabled
Microsoft Dynamics CRM 2011/2013/2015/2016 & Dynamics 365 (CRM 2017)
- Microsoft Dynamics CRM 2011/2013/2015/2016 & Dynamics 365 (CRM 2017) Online (hosted by http://crm.dynamics.com/) (Office 365 Authentication and Federated Identity are supported)
- On-Premise with Internet Facing Deployment (IFD) enabled. Authentication uses Active Directory Federation Services (ADFS)
Use Active Directory for Dynamics CRM Authentication?
SyncApps currently only supports Dynamics CRM Online and ADFS authentication.
If using Dynamics CRM 2011, as an alternative you could try our Microsoft Dynamics CRM 4.0 SyncApps (a different SyncApps) that support Windows authentication and can connect to the legacy endpoint that is available in Dynamics CRM 2011.
Please note that if planning an upgrade using Windows authentication in the future to Dynamics CRM 2013 or above then CRM 4.0 web services endpoint will be deprecated so our Dynamics CRM 4.0 SyncApps will not work after the upgrade.
Your CRM 4.0 web service URL will be like the example below:
http://crm.yourcompany.com/mscrmservices/2007/CrmService.asmx
Currently, we also do not support Windows Authentication for Dynamics CRM 2011.
Need to find out your Web Services URL? Try our feature to do just that in Step 1 of your Sync Profile setup.
https://crm.yourcompanyname.com/mscrmservices/2007/CrmService.asmx
If your system does not use one of the above configurations we might be able to support it. Please contact support@cazoomi.com with the details of the authentication type and test credentials for connection testing.
*Please note if you host your CRM with a different vendor other than Microsoft please try our URL Checker in Step 1 of your Sync Profile setup.
*Web Service URL (Organization Service)
*SyncApps supports Federated Authentication for Dynamics CRM Online.
Microsoft Dynamics CRM 4.0 Configuration
Authentication Type: Windows Integrated Authentication
For this authentication type, you will need to expose your CRM server to the internet so our SyncApps server can access your CRM server. If your CRM is currently for internal facing only, you will need to ask your IT team at your company to expose the server to the public internet to be able to use SyncApps.
SyncApps will only support Windows Authentication on Dynamics CRM 4.0 SyncApps.
Please select Microsoft Dynamics CRM 4.0 SyncApps and use the following configuration:
Authentication Type: Windows Integrated Authentication Web Service URL: https://crm.yourcompany.com/mscrmservices/2007/CrmService.asmx
If your hostname cannot be accessed by the public internet including SyncApps server then please ping it because you might be using VPN (your PC becomes the part of company network).
If you try to ping the hostname and get the same error:
> ping abc.company.mycompany.net
ping: cannot resolve abc.company.mycompany.net: Unknown host
Please ask your IT department to open the CRM server so it can be accessed from outside without VPN.
To make it is secure, your company firewall needs to be configured to allow connection from SyncApps server only (SyncApps Trusted IP addresses)
SyncApps will connect to HTTP web service that is usually run on port 80 (HTTP) and/or 443 (HTTPS). But as the port can be configured differently in each MSCRM please check with your IT support.
Authentication Type: Internet Facing Deployment (Forms-based authentication)
For this type of authentication you will need to specify two URLs:
- Web service URL
The URL usually ends with /mscrmservices/2007/CrmService.asmx - Discovery service URL
The URL usually ends with /mscrmservices/2007/SPLA/CrmDiscoveryService.asmx
Microsoft Dynamics CRM 2011/2013/2015/2016 Configuration
Authentication Type: Claims Based Authentication (Active Directory Federation Services -ADFS)
For this authentication type you will need to specify 2 URLs:
- Web Service URL
- Security Token Service (STS) URL
If you don't know what to enter please ask your IT support.
Authentication Type: Dynamics CRM 2011 Online or 2013/2015/2016 & Dynamics 365 (CRM 2017) Online
To find the right Organization Name, please follow the below steps:
For CRM 2011/2013/2015/2016 & Dynamics 365 (CRM 2017) and 4.0
1. Go to CRM.
2. Select Settings on the menu:
UPDATE:
If any subscriber is receiving this error "entered and stored passwords do not match" then can you log a case with MSCRM 2011/2013/2015/2016 support which can give you guidance on how to make your passwords match which is in your CRM stored database and the one you are using to login.