Saturday, May 25, 2013

Trouble connecting to CRM 2011 from Scribe Insight

Posted in [Dynamics CRM], [Technical] By Bill Kaik @ 4/25/2011 12:40 PM

Scribe recently released their adapter for CRM 2011. I was very excited when I saw this release and wanted to test it out ASAP. After downloading and installing the adapter I ran into a few snags on the connection. The issues I ran into were my fault so I thought I would pass my lessons learned out to you. My issues revolved around connections to CRM 4 On-Line and CRM 2011 On-Line and what should be supplied for the “Organization” connection parameter.

For CRM 4 you need to supply the “Unique Organization Name” to find this in CRM 4 On-Line you will need to browse to: "Settings > Customization > Developer Resources.” Once in the Developer Resources area you will see the Unique Organization Name.

CRM_4_Unique_Online_Name

For CRM 2011 you need to supply the “Friendly Organization Name.” To find this name all you have to do is login to your CRM 2011 Org and look in the top menu bar on the right hand side. The name will be listed directly under your user name. Make sure you include any spaces or punctuation.

CRM_2011_Friendly_Name

I hope this helps you out when making your CRM connections! Good luck with your DTS creations!

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