Microsoft Dynamics CRM¶
The Microsoft Dynamics CRM connector is a Palantir-provided driver for Microsoft Dynamics CRM.
To create a new Microsoft Dynamics CRM source, follow the standard setup flow for Palantir-provided drivers, then use the sections below for Microsoft Dynamics CRM-specific configuration and networking. For the complete property reference, see the official Microsoft Dynamics CRM driver documentation ↗.
Configuration¶
The properties below are mandatory or recommended.
| Property | Required? | Description | Default |
|---|---|---|---|
CRMVersion ↗ |
Mandatory | The type of Dynamics CRM server to which you are connecting. Accepted entries are CRM2011+, CRMOnline. | CRM2011+ |
URL ↗ |
Mandatory | The root URL of the organization. For example, a CRM 4.0 or CRM 2011 URL will resemble http://MySite/MyOrganization. For CRM Online, the URL will resemble https://myOrg.crm.dynamics.com/. | https://myOrg.crm.dynamics.com/, http://mySite/myOrganization |
AuthScheme ↗ |
Recommended | The authentication scheme used. Accepted entries are OAuth,NTLM,Kerberos,AzureServicePrincipal,AzureServicePrincipalCert. | Auto |
InitiateOAuth ↗ |
Recommended | Specifies the process for obtaining or refreshing the OAuth access token, which maintains user access while an authenticated, authorized user is working. | REFRESH |
InternetFacingDeployment ↗ |
Recommended | Whether you are connecting to an Internet Facing Deployment (IFD) for CRM. | FALSE |
LanguageCode ↗ |
Recommended | The code indicating the language. | 1033 |
OAuthClientId ↗ |
Recommended | Specifies the client Id that was assigned when the custom OAuth application was created. (Also known as the consumer key.) This ID registers the custom application with the OAuth authorization server. | — |
OAuthClientSecret ↗ |
Recommended | Specifies the client secret that was assigned when the custom OAuth application was created. (Also known as the consumer secret). This secret registers the custom application with the OAuth authorization server. | — |
OrganizationName ↗ |
Recommended | The name of the organization. In Dynamics CRM 4.0 without IFD, the organization is specified in the URL; for example, http://website/organizationname. In Dynamics CRM 4.0 with IFD, this property must be set. In other versions of CRM, this property is optional. | — |
Password ↗ |
Recommended | The password used to authenticate the user. | — |
ServerVersion ↗ |
Recommended | The Server SDK version of DynamicsCRM. | — |
User ↗ |
Recommended | The SharePoint user account used to authenticate. | — |
Networking¶
The table below lists the domains that the source needs to be able to access in order to successfully run.
For each domain, add a corresponding egress policy. If the source is hosted on-premises and not directly reachable from Foundry, use an agent proxy egress policy instead; the agent host itself must also be able to reach the listed domains. See using an agent as a proxy for details.
| Domain | Required |
|---|---|
| \ |
Always. URL connection property |
| \ |
If CRMVersion='CRM2011+' (Default) and AuthScheme=AzureAD |
| login.microsoftonline.com | If CRMVersion=CRMOnline AND AuthScheme=AzureAD, AzureServicePrincipal, AzureServicePrincipalCert AND AzureEnvironment=GLOBAL (default) |
| login.chinacloudapi.cn | If CRMVersion=CRMOnline AND AuthScheme=AzureAD, AzureServicePrincipal , AzureServicePrincipalCert AND AzureEnvironment=CHINA |
| login.microsoftonline.us | If CRMVersion=CRMOnline AND AuthScheme=AzureAD, AzureServicePrincipal, AzureServicePrincipalCert AND AzureEnvironment=USGOVT or USGOVTDOD |
中文翻译¶
Microsoft Dynamics CRM¶
Microsoft Dynamics CRM 连接器是一个由 Palantir 提供的驱动程序(Palantir-provided driver)，用于连接 Microsoft Dynamics CRM。
要创建新的 Microsoft Dynamics CRM 数据源，请按照Palantir 提供驱动程序的标准设置流程进行操作，然后使用以下各节进行 Microsoft Dynamics CRM 特定的配置和网络设置。有关完整的属性参考，请参阅官方 Microsoft Dynamics CRM 驱动程序文档 ↗。
配置¶
以下属性为必填或推荐设置。
| 属性 | 是否必填 | 描述 | 默认值 |
|---|---|---|---|
CRMVersion ↗ |
必填 | 您所连接的 Dynamics CRM 服务器类型。可接受的值为 CRM2011+、CRMOnline。 | CRM2011+ |
URL ↗ |
必填 | 组织的根 URL。例如，CRM 4.0 或 CRM 2011 的 URL 格式为 http://MySite/MyOrganization。对于 CRM Online，URL 格式为 https://myOrg.crm.dynamics.com/。 | https://myOrg.crm.dynamics.com/, http://mySite/myOrganization |
AuthScheme ↗ |
推荐 | 所使用的身份验证方案。可接受的值为 OAuth、NTLM、Kerberos、AzureServicePrincipal、AzureServicePrincipalCert。 | Auto |
InitiateOAuth ↗ |
推荐 | 指定获取或刷新 OAuth 访问令牌的过程，该令牌用于在已通过身份验证的授权用户工作时维持用户访问权限。 | REFRESH |
InternetFacingDeployment ↗ |
推荐 | 您是否正在连接到面向 Internet 的 CRM 部署(Internet Facing Deployment, IFD)。 | FALSE |
LanguageCode ↗ |
推荐 | 表示语言的代码。 | 1033 |
OAuthClientId ↗ |
推荐 | 指定创建自定义 OAuth 应用程序时分配的客户端 ID（也称为消费者密钥）。此 ID 将自定义应用程序注册到 OAuth 授权服务器。 | — |
OAuthClientSecret ↗ |
推荐 | 指定创建自定义 OAuth 应用程序时分配的客户端密钥（也称为消费者密钥）。此密钥将自定义应用程序注册到 OAuth 授权服务器。 | — |
OrganizationName ↗ |
推荐 | 组织的名称。在不使用 IFD 的 Dynamics CRM 4.0 中，组织在 URL 中指定，例如 http://website/organizationname。在使用 IFD 的 Dynamics CRM 4.0 中，必须设置此属性。在其他版本的 CRM 中，此属性为可选。 | — |
Password ↗ |
推荐 | 用于验证用户身份的密码。 | — |
ServerVersion ↗ |
推荐 | DynamicsCRM 的服务器 SDK 版本。 | — |
User ↗ |
推荐 | 用于身份验证的 SharePoint 用户账户。 | — |
网络设置¶
下表列出了数据源为成功运行而需要能够访问的域名。
对于每个域名，请添加相应的出站策略(egress policy)。如果数据源托管在本地且无法从 Foundry 直接访问，请改用代理出站策略(agent proxy egress policy)；代理主机本身也必须能够访问所列出的域名。详情请参阅使用代理作为代理服务器。
| 域名 | 必需条件 |
|---|---|
| \ |
始终需要。URL 连接属性 |
| \ |
如果 CRMVersion='CRM2011+'（默认）且 AuthScheme=AzureAD |
| login.microsoftonline.com | 如果 CRMVersion=CRMOnline 且 AuthScheme=AzureAD、AzureServicePrincipal、AzureServicePrincipalCert 且 AzureEnvironment=GLOBAL（默认） |
| login.chinacloudapi.cn | 如果 CRMVersion=CRMOnline 且 AuthScheme=AzureAD、AzureServicePrincipal、AzureServicePrincipalCert 且 AzureEnvironment=CHINA |
| login.microsoftonline.us | 如果 CRMVersion=CRMOnline 且 AuthScheme=AzureAD、AzureServicePrincipal、AzureServicePrincipalCert 且 AzureEnvironment=USGOVT 或 USGOVTDOD |