Dynamics CRM Connection

Overview

Dynamics CRM Connection Manager is SSIS Connection Manager for establishing Dynamics CRM connections. Use the API to build components based on Dynamics CRM Connection Manager.

Setup

Use the Dynamics CRM Connection Manager dialog to specify properties for connecting to Dynamics CRM service.

Server Options

Deployment Type

Specify deployment type. This property has the options listed in the following table.

Value	Description
Premise	Connect to on-premise Dynamics CRM server.
Live	Connect to Dynamics CRM Live service.
Hosted	Connect to hosted Dynamics CRM.
CRM 3.0	Connect to Dynamics CRM 3.0.

Server

Specify the name or IP address of the Dynamics CRM server.

User name

Specify user name to access Dynamics CRM.

Password

Specify password to access Dynamics CRM.

Organization

Select organization name. Note: Not available in CRM 3.0

Time-out (secs)

Specify the number of seconds before timing out session connect. The default value of this property is 100 seconds.

RetainSameConnection

Specify if all clients should use the same connection. This property has the options listed in the following table.

Value	Description
True	All clients use same connection (default).
False	Every client use different connection.

LiveUrl (1.5 SR-2)

Specify the regional URL address of the Live CRM service. This property can be one of the options listed in the following table.

Value	Description
crm.dynamics.com	Use for Live CRM service in North America (default).
crm4.dynamics.com	Use for Live CRM service in EMEA.
crm5.dynamics.com	Use for Live CRM service in APAC.

Note: This property is not visible in the connection manager dialog.

Test Connection

Confirm connection manager configuration by clicking Test Connection.

Proxy Options

Host

Specify the name or IP address of the proxy server. If not specified, proxy server is not used.

Port

Specify the port number on the proxy server to use for the connection.

User name

Specify user name to access the proxy server.

Password

Specify password to access the proxy server.

How to trace the web services calls in use?

You can use the regular .NET network tracing facilities to trace the web services calls. Follow these steps to enable tracing:

1. Go to DTS\Binn folder and open DtsDebugHost.exe.config file in your favorite text editor.
2. Include following settings inside configuration element:
   

       <system.diagnostics>
         <trace autoflush="true" />
         <sources>
           <source name="System.Net" maxdatasize="1024" tracemode="protocolonly">
             <listeners>
               <add name="MyTraceFile" />
             </listeners>
           </source>
         </sources>
         <sharedListeners>
           <add
             name="MyTraceFile"
             type="System.Diagnostics.TextWriterTraceListener"
             initializeData="c:\System.Net.trace.log" />
         </sharedListeners>
         <switches>
           <add name="System.Net" value="Verbose" />
         </switches>
       </system.diagnostics>
   

initializeData attribute controls where the trace log file is saved. Now when you execute a package inside Visual Studio, "c:\System.Net.trace.log" file will contain the web services tracing information. If you want to trace when you execute packages outside Visual Studio, include the settings above in DTExec.exe.config configuration file.

Make sure you comment or remove the tracing settings after you finish testing. Otherwise this may slow down your package execution speed considerably.