Microsoft Dynamics CRM Versions Supported by Riva Sync
A Riva Sync connection to Microsoft Dynamics CRM supports the following versions of Dynamics CRM. Dynamics CRM Version Riva Cloud Riva On-Premise Version Requirement Dynamics 365 CRM. Supported. Riva 2.4.42 or...
Prepare Microsoft Dynamics CRM for Riva
WARNING: This article applies only to Microsoft Dynamics CRM 2011 or higher. If you plan to connect Riva to Microsoft Dynamics CRM 4 and 2011 up to and including Rollup 10 (RU 10), contact the Riva Success Team. Riva supports data...
Set Up Riva User-Credentials-Based Dynamics CRM Connection
On-premises is the only platform of Microsoft Dynamics CRM that supports user-credentials-based connections. Dynamics CRM versions supported by Riva Sync. Riva requires the credentials of an admin account that can impersonate into the...
Microsoft Dynamics CRM Online: Connection Errors Explained
This article is about errors that might occur while creating or updating a Dynamics CRM connection, and it suggests adjusting firewall rules to allow required traffic. Issue When the Riva On-Premise Microsoft Dynamics CRM Wizard...
Microsoft Dynamics CRM: Security Role Permissions Explained
(Applies to Riva Cloud and Riva On-Premise for Microsoft Dynamics CRM 2011+.) Issue The following error appears in the Riva Service Monitor application and in the crmex-log file: Error occurred deleting item: User does not hold...
Dynamics CRM: In Riva, Set the EMEA or APAC Passport URL
This article applies to Riva On-Premise 2.4.36 or earlier. For version 2.4.37 or higher, follow the instructions at Create a Dynamics CRM connection. Contents: Create a Riva Dynamics CRM online connection. Configure Riva for...
Dynamics CRM: Find the Organization ID(s) and Name(s)
To find the Microsoft Dynamics CRM organization ID(s) and name(s): Log in to Microsoft Dynamics as an admin-level user. Select the Sales tab and then the red Settings tile. To the left, under Customization, select...
Upgrade to a Microsoft Dynamics Global Discovery Connection in Riva
Applies to Riva Cloud and Riva On-Premise. Microsoft retired the Regional Discovery Service for Dynamics CRM on March 1, 2021. It will not be available for connection and integration with Riva after May 17, 2021 (depending on your...
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