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Dynamics 365 Supported Versions and Authentication Methods

 

Connecting to Dynamics 365 and your favorite marketing automation solution just got easier.

SyncApps supports the latest Dynamics 365 API, PowerApps, and authentication methods so join 1000s of subscribers enjoying the benefits of simple to use, powerful integration today. 

First, let's dive into the simple framework of Microsoft Dynamics for an easy transition or flow.

What Is Microsoft Dynamics and which versions are supported: 

It is basically a branding platform used by the Microsoft Company.

It incorporates both the Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) software applications.

Supported Versions are online and off:

  • All versions including 4.0, 2011/2013/2015/2016 Online & On-premise
  • Dynamics 365 Online & On-premise

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To see all integrations for 365 see this link or tap on the image below.

Now, let us dig into the features of each version:

1. Dynamics 365

  • Microsoft Dynamics CRM 2011/2013/2015/2016 & Dynamics 365 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) including ADFS chaining. 

2. Dynamics CRM 4.0

  • On-Premise using Windows Integrated Authentication (Active Directory)
  • On-Premise with Internet Facing Deployment (IFD) enabled

Using Active Directory for Dynamics CRM Authentication  

Currently, SyncApps only supports Dynamics CRM Online, MFA, and ADFS authentication. 

For example, you could try using our Microsoft Dynamics CRM 4.0 as an alternative for Dynamics 2011 that supports Windows authentication. It can connect to the legacy endpoint available.

Note:

  • CRM 4.0 web services endpoint is deprecated if you upgrade using Windows authentication to Dynamics CRM 2013 or above. It means that our Dynamics CRM 4.0 SyncApps will not work after the upgrade.
  • Dynamics 365 Enterprise SyncApps versions for 2013/2015.2016 only support Active Directory Federation Services (ADFS) authentication for on-premise CRM currently.
  • We also do not support Windows authentication for Dynamics CRM 2011.

Here is an example of how your CRM 4.0 web service URL for your site will look like.

Do You Need To Find Out Your Web Services URL?

You can easily find out your web services URL by trying our feature that is featured in Step 1 of your integration or Set Up setup.

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In case you are having any trouble or your system does not use the above configuration, contact our support team with authentication type and test credentials for connection testing.

We’re always happy to help!

Note: if you host your CRM with a vendor other than Microsoft, try our URL checker in Step 1 of your integration or Set Up.

*Web Service URL (Organization Service)

*SyncApps supports Federated Authentication for Dynamics CRM Online.

Dynamics 365 and On-premise Configuration  

It includes the following authentication types: 

 

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MFA (Multi-Factor Authentication)

You will need to just log in with your credentials for 365 and authenticate then you will be redirected back to Step 1 to continue your integration Set Up.:

  • This is the default authentication method in SyncApps

A few 365 set up items are needed for MFA as explained below from Microsoft:

Prerequisites

To configure user consent, you need:

  • A user account. If you don't already have one, you can create an account for free.
  • A Global Administrator or Privileged Administrator role.

Configure user consent settings

To configure user consent settings through the Azure portal, do the following:

  1. Sign in to the Azure portal as a Global Administrator.

  2. Select Azure Active Directory > Enterprise applications > Consent and permissions > User consent settings.

  3. Under User consent for applications, select which consent setting you want to configure for all users.

  4. Select Save to save your settings.

If using Power Apps please select this feature in Step 1 to input your Contact or Lead custom table name. mceclip0.png

Claims-Based Authentication (Active Directory Federation Services -ADFS)

You will need to specify 2 URLs:

  • Web Service URL
  • Security Token Service (STS) URL

EXAMPLE:

I have Dynamics 8.2 on-prem with an ADFS server.  I think I need claims-based authentication for this, right?

Yes, you will need to use the below configuration for Claims-Based Authentication:

  1. Authentication Type: Claims-Based Authentication - Active Directory Federation Services (ADFS)
  2. Web Service URL: https://company.company.com/XrmServices/2011/Organization.svc
  3. STS WSDL URL: https://fs.company.com/adfs/services/trust/mex

Consult with your IT support in case of any challenges.

Microsoft Dynamics CRM 4.0 Configuration  

You’ll be glad to know that we offer various authentication approaches to help with configuration.

1. Windows Integrated Authentication

Expose your CRM server to the internet so that SyncApps can access it. Ask your IT team to expose your server to the public internet if you are using an internal-facing CRM server. Then, you will be able to use our SyncApps.

Our SyncApps will only support authentication on Dynamics CRM 4.0. If you are having trouble accessing your hostname, switch from using a VPN (your PC is part of the company network) to ping it. Consult with your IT team if you still encounter the error after you ping it. They will open your CRM server enabling public access without a VPN.

Configure your company’s firewall to allow secure connection from our SyncApps server only (SyncApps Trusted IP addresses).

2. Internet Facing Deployment (Form-Based Authentication)

For this type of authentication, you will need to specify two URLs:

  • Web service URL

The URL ends with /mscrmservices/2007/CrmService.asmx

  • Discovery Service URL

The URL ends with /mscrmservices/2007/SPLA/CrmDiscoveryService.asmx 

Video Guides:

See Mailchimp for Dynamics 365 detailed guide here.

See Constant Contact for Dynamics 365  detailed guide here.

Need some help?

Check out the options below on how you can contact our support team and find the answers you need to help you with your SyncApps integrations.

Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone is scheduled  

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