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
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Using the CRM 4 Service Broker yields the following 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”
After registering the service type, register a new instance –
- Ensure authentication mode is SSO or static
- Select security provider CRM
- Enter username and password
- Enter CRM server URL and Organization Name
- Click Next & Finish
To cache the CRM credentials for the Single Sign On (SSO)
- Open K2 Workspace
- Browse to User Settings > Single Sign-On
- Select CRM checkbox
- Click on the Add Credentials button.
- Enter the username and password in the required field. Note: the username is similar to an email address.
- In the Extra Data field enter the CRM Online URL.
- Click OK.
In K2 Workspace, the details will be as follows –
Opening the SmartObject Tester and notice the CRM SmartObjects are availabled to interact with CRM Online
Go ahead and test the SmartObject.