NOTE: This article applies only to the Microsoft Dynamics CRM 2011+ connection.
If you plan to connect Riva to Microsoft Dynamics CRM 4 and 2011 up to and including Rollup 10 (RU 10), use the procedures found in Create a Microsoft Dynamics CRM legacy connection (Dynamics CRM 4 & 2011).
The Riva connection to Dynamics CRM requires the credentials of an admin account that can impersonate into the target CRM user accounts.
To create, test, and edit a Riva connection to Dynamics CRM:
In Riva On-Premise 2.4.42 or higher, the XRM-based Riva connection is dependent on the installation of .NET 4.5.2 Framework on the Windows system hosting Riva.
Step 3: If Connection Errors Occur in Earlier Versions of Riva, Upgrade Riva for Dynamics CRM 2016+ Compatibility
While the connection can be successfully created, connection errors may occur in these releases:
This issue exists with Dynamics 2016 On-Premises only; connections to Dynamics Online (Office 365) work without error.
Your version of Riva may need to be upgraded to make it compatible with Dynamics CRM 2016 or higher On-Premises. For instructions, see Upgrade Riva for Dynamics 2016+ compatibility.
To test the new connection to confirm that user impersonation is working:
In Riva 2.4.35 or higher, the Microsoft Dynamics CRM Connection Edit window includes Pre-defined Filters to define how to filter the contact sync.
For the First Time Sync: Riva creates contacts in Exchange based on the contact filter selected (defined) at step 4.
Poll Changes: Riva syncs changes to contact records based on the filter:
CRM Contact Deletions: Only if the option to not resync from CRM deleted Exchange contacts is enabled:
(The Display Name is supported in Riva 2.4.46 or higher.)
Riva 220.127.116.1116 or higher includes support for the Dynamics CRM Outlook plug-in (plug-in "compatibility" mode).
To apply support for the Dynamics CRM plug-in: