Get Data from Microsoft CRM using Mule ESB
-
Upload
sanjeet-pandey -
Category
Technology
-
view
74 -
download
0
Transcript of Get Data from Microsoft CRM using Mule ESB
![Page 1: Get Data from Microsoft CRM using Mule ESB](https://reader036.fdocuments.in/reader036/viewer/2022071710/55a807861a28abe52f8b4768/html5/thumbnails/1.jpg)
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](https://reader036.fdocuments.in/reader036/viewer/2022071710/55a807861a28abe52f8b4768/html5/thumbnails/2.jpg)
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
2
![Page 3: Get Data from Microsoft CRM using Mule ESB](https://reader036.fdocuments.in/reader036/viewer/2022071710/55a807861a28abe52f8b4768/html5/thumbnails/3.jpg)
www.sanjeetpandey.com
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
3
![Page 4: Get Data from Microsoft CRM using Mule ESB](https://reader036.fdocuments.in/reader036/viewer/2022071710/55a807861a28abe52f8b4768/html5/thumbnails/4.jpg)
www.sanjeetpandey.com
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.
4
![Page 5: Get Data from Microsoft CRM using Mule ESB](https://reader036.fdocuments.in/reader036/viewer/2022071710/55a807861a28abe52f8b4768/html5/thumbnails/5.jpg)
www.sanjeetpandey.com
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.
5
![Page 6: Get Data from Microsoft CRM using Mule ESB](https://reader036.fdocuments.in/reader036/viewer/2022071710/55a807861a28abe52f8b4768/html5/thumbnails/6.jpg)
www.sanjeetpandey.com
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.
6
![Page 7: Get Data from Microsoft CRM using Mule ESB](https://reader036.fdocuments.in/reader036/viewer/2022071710/55a807861a28abe52f8b4768/html5/thumbnails/7.jpg)
www.sanjeetpandey.com
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.
7
![Page 8: Get Data from Microsoft CRM using Mule ESB](https://reader036.fdocuments.in/reader036/viewer/2022071710/55a807861a28abe52f8b4768/html5/thumbnails/8.jpg)
www.sanjeetpandey.com 8