Configure Azure integration with Microsoft Dynamics CRM 2015

 

Applies To: Dynamics CRM 2015

Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update are capable of posting the message request data for the current core operation to the Microsoft Azure cloud. To enable this capability in Microsoft Dynamics CRM, perform the tasks detailed in this topic.

In This Topic

Configuration tasks for Microsoft Dynamics CRM/Azure integration

Get a public certificate

Configure Microsoft Dynamics CRM for Azure integration

Configure Azure ACS for Microsoft Dynamics CRM integration

Configuration tasks for Microsoft Dynamics CRM/Azure integration

  1. Get a public certificate from Microsoft Dynamics CRM Online or from an issuing authority.

  2. Configure Microsoft Dynamics CRM for Azure integration.

  3. Configure Azure ACS for Microsoft Dynamics CRM integration.

These tasks are expanded upon in this topic. After configuring Microsoft Dynamics CRM and Microsoft Azure integration, you will need to perform these additional tasks.

  1. Write and register a listener application with a Microsoft Azure Service Bus solution endpoint. For more information, see the Microsoft Azure Service Bus documentation.

  2. Register a Microsoft Azure aware plug-in, for example the ServiceBusPlugin plug-in, or a Microsoft Azure aware custom workflow activity with Microsoft Dynamics CRM. More information: Walkthrough: Register an Azure-aware plug-in with the CRM plug-in registration tool

  3. Perform the necessary Microsoft Dynamics CRM operation that triggers the plug-in or custom workflow activity to run.

If all of the preceding steps were performed correctly, a message containing the Microsoft Dynamics CRM data context should be sent to a Microsoft Azure queue or topic and ultimately received by the listener application. You can navigate to the System Jobs grid in the Microsoft Dynamics CRM web application and check the status of the related System Job to see if the post to the Microsoft Azure Service Bus succeeded. In case of errors, the message section of the System Job displays the error details.

For more information, see the See Also links at the end of this topic.

Important

As a prerequisite, you should download and read the Azure SDK documentation before attempting to understand this topic and configure Microsoft Dynamics CRM and Microsoft Azure integration.

Get a public certificate

For Microsoft Dynamics CRM Online users, a public certificate can be downloaded from the Web application. To download the certificate from the Web application, select Settings, click Customizations, and then select Developer Resources. On that page, click the Download Certificate link below Microsoft Azure Issuer Certificate to download and save the public certificate. In addition, write down the issuer name because you will need it later.

For Microsoft Dynamics CRM 2015 on-premises and IFD installations, you can purchase a private certificate from an issuing authority. Import the certificate file into the Personal\Certificates store on your computer using the certificate Microsoft Management Console (MMC) snap-in. Next, export a public key file of your certificate in Base64 format. This public certificate will be used in the next task. For more information, see the MMC Help.

Configure Microsoft Dynamics CRM for Azure integration

For Microsoft Dynamics CRM 2015 on-premises and IFD deployments, configuring the server for Microsoft Azure integration involves storing the public certificate in the Microsoft Dynamics CRM configuration database and setting the proper security access to the certificate so Microsoft Dynamics CRM can read it. Microsoft Dynamics CRM Online comes pre-configured to work with Microsoft Azure.

Refer to the topic Walkthrough: Configure CRM for integration with Microsoft Azure for step-by-step instructions on configuring Microsoft Dynamics CRM 2015 integration with the Microsoft Azure platform.

System_CAPS_security Security Note

For the Microsoft Dynamics CRM 2015 and Microsoft Azure Service Bus integration feature to work, the Microsoft Dynamics CRM asynchronous service must have access to the Internet through the server’s firewall. The server where the Asynchronous Service role is installed must be exposed to the Internet, and the account that the service runs under must have Internet access. Only outbound connections on ports 80 and 443 are required. Inbound connection access is not required. Use the Windows Firewall control panel to enable outbound connections for the CrmAsyncService.exe application located on the server in the %PROGRAMFILES%\Microsoft Dynamics CRM\Server\bin folder.

Configure Azure ACS for Microsoft Dynamics CRM integration

You need to configure the rules and issuers of your Microsoft Azure solution to allow a listener to read the Microsoft Dynamics CRM message posted to the Microsoft Azure Service Bus. In addition, you must configure the service bus rules to accept the Microsoft Dynamics CRM issuer claim.

More information: Walkthrough: Configure Microsoft Azure ACS for integration with Microsoft Dynamics CRM 2015

See Also

Azure extensions for Microsoft Dynamics CRM 2015
Write a plug-in
Send Microsoft Dynamics CRM 2015 data over the Azure Service Bus
Write a listener for a Microsoft Azure solution
Azure Platform – Getting Started

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