Dynamics CRM Functions

The Dynamics CRM Functions Service Type allows K2 to interface with Microsoft Dynamics CRM and is used in conjunction with the CRM Service TypeService. It is not necessary to register multiple instances of this Service, since the Dynamics CRM Functions service is a dynamic service that can be used across all CRM service instances.

Service Objects

The Dynamics CRM Functions service exposes four Service Objects that are used to connect and integrate K2 with CRM. These Service Objects are used to interact with the CRM Organization and generate the Dynamics CRM Service Type, as well as to query the CRM Organization for metadata.

SmartObjects

If a CRM environment is configured during installation, K2 automatically generates SmartObjects for these Service Objects. SmartObjects can be automatically created by selecting the Generate SmartObjects for this Service Instance check box when creating a new Service Instance. Designers can use the SmartObject design tools to build advanced SmartObjects that leverage the Service Objects in this service. It is recommended to use the SmartObject 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.

Considerations

• The default Service Instance of this service is used internally by the K2 environment. Do not modify or delete the existing service instance. You can create a new instance or use the methods from the existing instance