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This page describes how to install the module.

The Microsoft Dynamics CRM Campaign Integration consists of the Dynamics CRM Security Provider and the Dynamics CRM Save Actions modules. These modules are distributed as separate Sitecore packages. This section contains instructions on how to install both modules and how to set up the CRM integration. For more information about configuring the CRM Security Provider module, see the Documentation section.

Installing CRM Security Provider

The Microsoft Dynamics CRM Security Provider module is distributed as a usual Sitecore package. You can install it using the Installation Wizard available via the Sitecore desktop link Sitecore>> Development Tools>>Installation Wizard.

Package Content

The package contains the following elements:

• CRM Security provider assembly files
• The CRM Security provider configuration file
• The CRM Contact profile item and its template
• Performance profiler page (starting from module's version 1.1.0 rev. 120822)

Installation Prerequisites

To be able to install the CRM Provider module, you need the following:

• Sitecore CMS 6.0.1 rev. 090317 (Sitecore CMS 6.0.1 rev. 090212 + Sitecore CMS 6.0.1 Update rev. 090317 package) or later.
• Microsoft Dynamics CRM v 3, 4, or 5 (2011).

Installing CRM Dynamics Save Actions

The CRM Dynamics Save Actions are distributed as a usual Sitecore package. You can install it using the Installation Wizard available via the Sitecore desktop link Sitecore>> Development Tools>>Installation Wizard.

Installation Prerequisites

• Web Forms for Marketers v 2.1 or later

Setting up the CRM Integration

The Dynamics CRM Save Actions use the CRM Web Services to communicate with Dynamics CRM.
To set up the Web Forms module to communicate with the CRM Web services, you must add the connection information to the ConnectionsStrings.config file in the Website/App_Config folder. Add the following line to the configuration file:

Replace the following phrases with those that are relevant to your Dynamics CRM installation:

• CRMSERVER_ADDRESS — the URL you use to access your CRM.
  To access the CRM Online web services the URL should start with https and <crm_host> should include “api” for example, https://<organization_name>.api.crm.dynamics.com/...
• USER_NAME — the user name of the account that Sitecore should use to create or update information in CRM. Most organizations use a dedicated account for this purpose. This may contain a domain name also.
• PASSWORD — the password required to authenticate the user name.
• ORGANIZATION_NAME — the organization used in your CRM.

To configure the module to work with the Microsoft Dynamics CRM Online two more attributes should be added to the connection string:

• PARTNER — Live ID partner property, used with the Passport authentication type; this is required for the connection to CRM Online instance for example crm.dynamics.com.
• ENVIRONMENT — Live ID environment property, used with the Passport authentication type; this is required for the connection to CRM Online instance, for example, Production.

You can also use some additional parameters if your configuration requires it.

The authentication type can have one of the following values:

The default value is 0.

use ticket

Instructions for SQLite

If you use a SQLite installation, changes must be made in the /App_Config/ConnectionStringsSQLite.config file. Add the following line to the file: