Get Data from Microsoft CRM using Mule ESB

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www.sanjeetpandey.com www.sanjeetpandey.com Prepared by – Sanjeet Pandey Get Data from Microsoft CRM using Mule ESB

Transcript of Get Data from Microsoft CRM using Mule ESB

Page 1: Get Data from Microsoft CRM using Mule ESB

www.sanjeetpandey.com

www.sanjeetpandey.com

Prepared by – Sanjeet Pandey

Get Data from Microsoft CRM using Mule ESB

Page 2: Get Data from Microsoft CRM using Mule ESB

www.sanjeetpandey.com

Overview

- MuleSoft provides the most widely used integration platform to connect any application, dataservice or API, across the cloud and on-premise continuum.

-Microsoft CRM is cloud-based CRM (Customer Relationship Management) that is accessible tothe user programmatically via a MuleSoft Microsoft Dynamics CRM connector.

-The Microsoft Dynamics CRM Mule connector allows developers to manipulate customer data,at any time, from anywhere on the web. This connector lets you perform the followingoperations:

• Create, update, and delete records

• Retrieve a single record or query multiple records

• Associate and disassociate records

• Execute a request message

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Prerequisites

• Username and password for users granted access to CRM

• Organization Service URL - usually in the

format:https://crm.mycompany.com/MyOrganization/XRMServices/2011/Organization.svc

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Installation

To install this connector:

• In Anypoint Studio, click Help > Install New Software.

• In Work with, click Anypoint Connectors Update Site.

• Expand Standard and click Microsoft Dynamics CRM Connector version 2.1.1 or later.

• Click the checkbox for the connector.

• Click Next, click Next at the Install Details screen, click I accept the terms of the license agreement, and click Finish.

• Click Yes to restart Anypoint Studio. The restart reopens any existing projects in Studio.

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Mule MS Dynamics CRM Connector

Step 1: Create a New Mule Project

• To configure:

• In Anypoint Studio, click File > New > Mule Project.

• Specify a Project Name and click Finish.

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Mule MS Dynamics CRM Connector

Step 2: Configure the Global Element

• Configure the connector as a Microsoft Dynamics CRM instance:

• Click the Global Elements tab and click Create.

• In the Search field, type crm, click Microsoft Dynamics CRM, and click OK.

• Specify a Username and Password.

• Specify a Organization Service URL for accessing the CRM system. Click OK.For example: http://{siteUrl}/XrmServices/2011/Organization.svc

• Click an Authentication Scheme from the dropdown list.

• Specify values for Domain Controller and Domain Name.

• Click Test Connection to ensure that the connection works correctly.

• After the connection succeeds, click OK.

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Mule flow

• Click the Message Flow tab.

• In the Search field, type http, and drag the HTTP connector to the canvas.

• In the Search field, type crm, and drag the Microsoft Dynamics CRM connector to the canvas next to the HTTP endpoint.

• In the Search field, type json, and drag the Object to JSON transformer to the canvas next to the connector. You can use the default values in this transformer.

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