Connecting to Microsoft Dynamics 365 On Premises

Currently, Spectrum supports Claims Based Authentications for Microsoft Dynamics 365 On Premises.

Prerequisites:

Import Certificate to the Keystore File: To import the Dynamics CRM Server certificates to the Spectrum Java distribution Keystore, do the following:

  1. Copy the server certificates to a local folder
  2. Browse the following path to the Spectrum JAVA distribution: <SPECTRUM_HOME>\java\jre\lib\security
  3. Run the following command to import the certificates : <codeph>keytool -importcert -alias <certificate

    alias name> -file " <certificate path>\<certificate name>" -keystore keystore.jks</codeph> in Windows and <codeph>keytool -import -alias <certificate alias name> -file "<certificate path>/<certificate name>" -keystore keystore.jks</codeph> in Unix

Defining Microsoft Dynamics 365 On Premises connection

To enable Spectrum™ Technology Platform to access data in Microsoft Dynamics 365 On Premise, define a connection to Microsoft Dynamics 365 OnPremise using Management Console. After defining the connection, you can create flows in Enterprise Designer that can read data from, and write data to, Microsoft Dynamics 365 On Premise.
Note: This connection is for use in the Metadata Insights module.

Do the following to define a Microsoft Dynamics 365 On Premises connection:

  1. Open Management Console.
  2. Go to Resources > Data Sources.
  3. Click the Add button .
  4. In the Name field, enter a name for the connection. The name can be anything you choose.
    Note: Once you save a connection you cannot change the name.
  5. Click Microsoft Dynamics 365 in the Type.
  6. Click On Premise in the Development Type.
  7. Enter your Microsoft Dynamics user name in the Username.
  8. Enter your Microsoft Dynamics password in the Password.
  9. Enter the name of the host in the Host Name.
  10. Enter the name of the port In the Port Name.
  11. Enter the URL of the STS in the STS URL.
  12. Click Test to test the connection.
  13. Click Save.