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28 September 2016

How to connect K2 to Dynamics CRM Online

K2 communicates to Dynamics CRM Online using a K2 Service Broker.  There are a few steps to follow in order to connect K2 to CRM Online.

 

K2 Automated Testing Software

BenchQA allows full test automation of K2, including fully automated K2 SmartForms and K2 Workflow testing. It promotes test driven development for K2 and ensures continued quality assurance for K2 solutions. Easily apply changes to test cases to accommodate changes to K2 apps and ensure all apps are regression tested to avoid defects and assure continuous quality.

 

Free K2 Five Upgrade Review

Using the CRM 4 Service Broker yields the following error –

1-crm-service-broker-error

The issue is that for Dynamics CRM Online, the CRM 5 Service Broker should be used.  To register this, register the service type if it does not already exists

Select “Sourcecode.smartobjects.CRM5Entity.CRMEntityService”

2-register-crm-5-broker

After registering the service type, register a new instance –

  1. Ensure authentication mode is SSO or static
  2. Select security provider CRM
  3. Enter username and password
  4. Enter CRM server URL and Organization Name
  5. Click Next & Finish

3-register-crm-5-broker

To cache the CRM credentials for the Single Sign On (SSO)

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

4-sso-config

 

  1. Click on the Add Credentials button.
  2. Enter the username and password in the required field.  Note: the username is similar to an email address.
  3. In the Extra Data field enter the CRM Online URL.
  4. Click OK.

5-sso-config

In K2 Workspace, the details will be as follows –
6-sso-config

 

Opening the SmartObject Tester and notice the CRM SmartObjects are availabled to interact with CRM Online

7-crm-smartobjects

 

Go ahead and test the SmartObject.

Need further technical advice or support?