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Create & Test Client Secret-Based Dynamics CRM OAuth Connection
Applies to Riva On-Premise 2021.1.7.7431 or higher. For earlier versions of Riva, see the procedure to upgrade to a Microsoft Dynamics Global Discovery connection for Riva On-Premise. Open the Riva Manager application. On the...
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...
Filter Dynamics CRM Contacts in Riva with Custom Views
In Riva Cloud and version 2.4.38 or higher of Riva On-Premise, advanced filtering of contacts is available for Dynamics CRM 2011 or higher versions. Advanced contact filtering is based on user ownership and on the contacts a user follows...
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...
Create an App Registration for Microsoft Dynamics in Riva On-Premise
For Riva On-Premise. This article is step 2 of the procedure to create a Microsoft Dynamics Global Discovery connection for Riva On-Premise. To create an app registration for Microsoft Dynamics in Azure for a Riva connection: In...
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