Introduction

K2 4.6.2 introduced the ability to integrate with Microsoft Dynamics CRM 2011. Support is included for CRM Online. However, the configuration of the integration with CRM Online can only be registered using the SmartObject Tester Tool or K2 Workspace, and not by using the CRM registration pages in SharePoint.  Below are the steps required to register the service instance connection to a CRM Online instance:

SmartObject Tester Tool Steps

  1. Open the SmartObject Tester Tool that is located in [Install Directory]:\Program Files (86)\K2 blackpearl\Bin\SmartObject Service Tester.exe.
  2. Select the CRM5 Entities Service Type.

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  3. Right- click and select the Register Service Instance option.

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  4. From the Authentication mode select SSO or Static.
  5. Enter the required User Name and Password.
  6. Enter the CRM Online URL in the CRMServerURL – Required Field.
  7. Enter the Organization Name in the provided field.
  8. Click Next to register the new service instance.

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  9. If SSO has been selected it is necessary to cache the credentials against the CRM label.  See the section on Caching Credentials for SSO.

Workspace Steps

  1. Open K2 Workspace
  2. Browse to Management >Management Console> SmartObjects> Services> CRM5 Entities
  3. Click Add.
  4. To register the service instance using the SSO authentication mode fill in the following fields:
    1. CRMServerURL = CRM 2011 Online URL
    2. Organization Name = Organization name
    3. Security Provider = CRM
    4. User Name = User name
    5. Password = user’s password
    6. Extra =       (leave this field blank)
  5. Click Next.

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  6. Add the System name and Display name and Save the configuration.

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  7. If SSO has been selected it is necessary to go and cache the credentials against the CRM label.  See the section on Caching Credentials for SSO.

 

  1. To register the service instance using the STATIC authentication modefill in the following fields
    1. CRMServerURL = CRM 2011 Online URL
    2. Organization Name = Organization name
    3. Security Provider =
    4. User Name = User name
    5. Password = user’s password
    6. Extra =

      NOTE: The Security Provider must be left blank if using STATIC authentication mode. With Static execution the Service Object will always execute as the defined user in the instance.

  2. Click Next.

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  3. Add the System name and Display name and Save the configuration.

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Caching Credentials for SSO

  1. Open K2 Workspace.
  2. Browse to Workspace > User Settings > Single Sign-On  
  3. Select the CRM checkbox.

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  4. Click on the Add Credentials button.
  5. Enter the User name and password in the required field.  Note: the user name would be similar to an email address.
  6. In the Extra Data field enter the CRM Online URL.
  7. Click OK.

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Security considerations

The Static (cloud) and SSO (cloud/local) authentication modes are not supported via SharePoint > K2 Site Settings or within Central Administration for Managed CRM SmartObjects.

 Where and what authentication modes can be registered:

 SmartObject Tester Tool

    • On      premises (Non Cloud)
      • Impersonate
      • Enforce Impersonate
      • Service Account
      • SSO
      • Static
    • Off      premises (Cloud)
      • SSO
      • Static

 Workspace

    • On      premises (Non Cloud)
      • Impersonate
      • Enforce Impersonate
      • Service Account
      • SSO
      • Static
    • Off      premises (Cloud)
      • SSO
      • Static

SharePoint (Managed CRM SmartObjects)

    • On      premises (Non Cloud)
      • Impersonate
      • Service Account
      • Static [Specify a user] - (Active Directory User - Only)
    • Off      premises (Cloud)
      • Not supported