Create a Microsoft Dynamics CRM Connection: Riva Cloud

Article ID: 269
Last updated: 28 Dec, 2018

To create a Microsoft Dynamics CRM connection:

  1. If you are using Riva Cloud Corporate, ensure that you have followed this procedure: Prepare Dynamics CRM for Riva Cloud Corporate.

  2. Log in to https://www.rivacloud.com.

  3. On the Get Started page, select Configure your CRM.

  4. On the list of CRMs that appears, select the appropriate Dynamics connection type.

    Riva Cloud. Select a supported platform page. Dynamics CRM.

Dynamics 365 CRM (Dynamics CRM Online) and
Dynamics CRM 2016, 2015, 2013, and 2011 (Commercially Hosted and On-Premises)

Requirement for Microsoft Dynamics On-Premises: Any version syncing with Riva Cloud must be set up as an IFD (Internet Facing Device).

  1. Fill out the fields as described below the screen shot.

    Riva Cloud: Microsoft Dynamics 365 CRM (Dynamics CRM Online) and Dynamics CRM 2016-2011 (Commercially hosted and On-Premises).

    Connection Details:

    • Dynamics CRM API Endpoint URL: If you are using

      • Office 365, select your region from the drop-down box;
      • Microsoft Dynamics On-Premises, obtain the URL for the site, for example https://mycompany.mscrm.com, and enter it; or
      • A commercially hosted solution, obtain the URL for the site and enter it.
         
    • Username and Password: Enter the user name, for example admin@mscrm.demo.com, and enter the password.

    • Organization: Do one of the following:
      • Enter the case sensitive Unique Name. How to find it. Riva validates the entry in the CRM.
        • If it is valid, the ID is used to sync.
        • If it not valid, the sync is prevented and an error appears in the log.
        - OR -
      • Leave the field blank.
        • If your Dynamics CRM environment has only one organization, it is used for the sync.
        • If there are multiple organizations, the first organization found on the list of organizations in Dynamics CRM is used for the sync.
           
    • Authentication: If you are using

      • Office 365, leave the Authentication set to Standard.
      • Microsoft Dynamics On-Premises or a commercially hosted solution, select Standard or Active Directory, as per your Dynamics CRM configuration.
         

    Additional Options:

    • Check user privileges before sync: (Selected by default, even for users who do not have the required permissions to see the option.)

      • When this option is selected, the sync is prevented for users whose Sync to Outlook CRM privilege is enabled. For more information, see Dynamics CRM privilege error prvSyncToOutlook.
      • When this option is cleared, Riva does not check whether the Sync to Outlook CRM privilege is enabled. In this case, it is absolutely critical that the users currently being synchronized by Riva do NOT use the Outlook plug-in or any other synchronization solutions concurrently.
  2. Select OK.

    Riva Cloud attempts to connect to your CRM account with the credentials and connection information that you have provided.

  3. Do one of the following:

    • If the connection setup is successful, select OK. The CRM connection is added to your Riva Cloud account.
    • If you experience issues, contact the Riva Success Team.

Microsoft Dynamics CRM 4 (Legacy)

Note: When syncing any version of Microsoft Dynamics On-Premises with Riva Cloud, it has to be set up as an IFD (Internet Facing Device).

Riva Cloud: Microsoft Dynamics CRM 4. Legacy connection dialog box.

  1. Enter your user name and password.

  2. Enter the base website link to log in to the Microsoft Dynamics CRM website console, for example https://crm.mycompany.com:5555.

    The base website link can be secure (https://) or non-secure (http://), and it can use a specific port number (hence the :5555 at the end of the link in our example).

  3. Enter the Organization. This is always a single character string with no spaces and matches the website link after a successful login, for example https://crm.mycompany.com:5555/MyCRMOrganizationName. For Microsoft Dynamics Online, leave this field blank.

  4. Enter the Authentication type:

    • Select On-Premise if your CRM is hosted on a local server within your company.

    • Select Web Form (IFD) if your CRM is hosted by an independent CRM service provider.

    • Select CRM Online (Passport) if your CRM is hosted by Microsoft Dynamics Online and uses Passport authentication.

  5. Select OK.

    Riva Cloud attempts to connect to your CRM account with the credentials and connection information that you have provided.

  6. Do one of the following:

    • If the connection setup is successful, select OK. The CRM connection is added to your Riva Cloud account.
    • If you experience issues, contact the Riva Success Team.
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Article ID: 269
Last updated: 28 Dec, 2018
Revision: 13
Views: 6624
Comments: 0
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