CRM 4 Entity
The legacy CRM 4 Entity Service Type is used to expose CRM entities (in a Microsoft Dynamics CRM 4 environment) as SmartObjects.
An instance this Service Broker is configured during the K2 installation process if CRM integration is selected. You can also create additional instances manually to target additional CRM Servers or Organizations. The CRM Service Type works in conjunction with the CRM 4 Functions Service Type. Note that the CRM Functions broker does not require an instance per CRM Organization, since it works dynamically across any CRM instance.
Service Authentication
The following Authentication Modes modes may be used with the CRM 4 Service Type:
- Impersonate
- ServiceAccount
- Single Single-on
- Static
Service Keys (Service Instance Configuration Settings)
| Key | Can be modified | Data Type | Sample Value | Notes |
|---|---|---|---|---|
| CRMServerURL | Yes (required) |
Text | https://portal.denallix.com/CRM | Provide the CRM 4 Server's URL |
| OrganizationName | Yes (required) |
Text | denallix | Provide the CRM 4 Organization Name for the organization defined in CRM that will be associated with this Service Instance. |
Service Objects
The CRM 4 Entity Service typically exposes multiple Service Objects for the entities discovered when a Service Instance is registered.
SmartObjects
If a CRM 4 environment is configured during installation, K2 automatically generates SmartObjects for the discovered Service Objects. SmartObjects are automatically created when selecting the Generate SmartObjects for this Service Instance check box when creating a new Service Instance. Designers may use the available Service Objects in this service to create advanced SmartObjects using the available K2 SmartObject design tools. It is recommended to use the K2 Design tools to create SmartObjects rather than generating SmartObjects, since this allows better control over the naming, behavior and design of the SmartObject and its methods and properties.