I have an online instance of Dynamics 365 v. 9.0 with its basic OOB configuration. I need to synchronize a set of attributes from my local Active Directory users to Dynamics 365 system users entity. For this purpose, there aren't any logon or identity requirements between AD and CRM. The only need is to sync specific attributes like position of the user in the organization hierarchy.
Can I accomplish that without developing code?
You'll need an app that runs from your local network, since it will probably be difficult to configure any sort of cloud-based solution like Microsoft Flow or Zapier to talk to your local AD.
I'd recommend using Data Sync Studio from Simego (http://www.simego.com) for a code-less solution. It is a Windows program that would run from your local desktop or Windows server. It can connect to AD and Dynamics Online.
If this is a one-time migration, the trial version would probably work for you. If it is an ongoing synchronization, they have a server product that will run your sync jobs on a schedule.
Disclaimer: I am not affiliated with Simego in any way - I just like their product for things like this. :)
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I have been looking for a way to put a database like an microsoft access relational database shared among many people. You used to be able to create a web app but that's no longer supported.
I've heard powerapps is a solution but it looks like it is to be used only by phones or tablets?
I already have a office 365 account with access to multiple applications. Is there anything that can be used to create what I am asking using those services?
Or do I need to look into SQL databases?
You are correct that classic Microsoft Access is not web/browser based (after an attempt was stopped by Microsoft).
A browser based web database requires a back end database that supports the front end web server. In the Microsoft family that would be SQL Server behind IIS. This is all mainstream stuff - but an order of magnitude more complicated than classic Access. There are of course competing brands besides Microsoft - the most well known being the LAMP stack.
There exists a group of web database services, as an alternative: Knack, QuickBase, Zoho, etc. With these one must live with the User Interface and feature set they offer.
For a windows application (i.e. Access) with geographically separated users one would rely on the terminal services technology by deploying a Remote Desktop Server. This is primarily oriented towards internal users - not public facing.
The company I work for uses Microsoft Dynamics CRM to track our clients and is hosted through Office 365. It has the most up-to-date client information.
Up until now we have been maintaining a second database with duplicate data that is used for the internal database... as you might have guessed it doesn't get updated with the latest information, so we run into issues where a query is run and pulls out of date client information.
Instead of queries using the internal database's client list, I want to pull the data from the CRM database. Has anyone done this before and have experience with it? Not finding much on it. The URL is something like https://businessname.crm.dynamics.com. Oh and I am using Django.
You can't access the database for CRM online. However CRM has a number of web services which provide easy access to data, you will probably want to use the Web API.
There is a lot of documentation available on the MSDN; Use Microsoft Dynamics 365 web services.
A client has a VM in which a staging version of CRM 2011 is installed, for development purposes. It has been used so far at the client's premises, so everything authenticates against the client's own Active Directory setup.
I now need to use this VM outside their network, but of course CRM won't function separated from the AD network.
If I install domain controller, Active Directory, etc. in the VM, is there a way to tell CRM to authenticate using the local AD instead of looking for the client's AD server?
Basically I'd like to make this VM a completely self-contained CRM 2011 install, without having to reinstall CRM from scratch. Is that possible?
You can achieve this by backing up the CRM SQL database and re-importing it on your new environment as a new organisation. During this process you will be able to remap your users.
You should first take a full SQL back-up of the source environment's OrganisationName_MSCRM database. You then need to restore it to the target SQL server just like any other SQL restore. From that point on you can follow this article which details the steps involved to reconfigure the CRM deployment. It also includes screenshots of the user mapping process.
Edit:
I didn't read the question properly and #JamesWood alerted me to detail there which makes my answer a little inaccurate.
I assumed this was a simple question of "how do I get this CRM data(base) working in a new environment" when in fact the question is more like "how do I move a CRM VM to a different AD and have it work as before".
In the former case, my answer above still stands.
In the latter case, I am not aware of any way of reconfiguring the CRM (VM) server or AD to work in a different environment. Given the steps that the original poster is prepared to consider ("...install domain controller, Active Directory, etc. in the VM...") I think that the best solution is to create a new virgin VM, install CRM and reimport the database as per the first part of my answer.
Thanks to James for the heads-up.
I'm evaluating Dynamics CRM 2011.
I would like to point the CRM instance to a different active directory server. Is this possible without a complete re-install?
This is a test CRM instance and only has a couple of active accounts in there right now but it was setup pointing to our corporate AD server and this is proving to be a barrier to testing with multiple different accounts.
Setting up trust from live corporate AD to the test AD is not really an option either.
Create a case to support.
We did a similar change, and they provided us with tools to mass update the SQL table.
I don't think it's possible out of the box. It has some strict requirements with once it's setup. Things like the org names are pretty much locked in.
If you install CRM on a server in a different AD you should be able to import the database and during the process it will ask you to map existing users in CRM to AD accounts.
Anyone can give some advice on C# frameworks/opensource projects for bi-drectional database synchronisation?
I have an application that will be used by multiple users. Normally, the user will interact with the application's local database (MS ACCESS) as we assume the network is not available on-site most of the time. When the user has network connectivity, the local database is to be synchronised with the centralised remote database (MS SQL). In the end, all users are able to read/write/commit each others' data. It very much like a SVN repository, i think.
Has anyone tried http://msdn.microsoft.com/en-us/library/bb629326.aspx? how does it fare? I have not really look into it, i am trying to look for more options first before evaluating each.
Thank you.
Have you looked at the Microsoft Sync Framework?
It was designed with scenarios like yours in mind.
Introduction to Microsoft Sync Framework
Sync Framework Samples
Walkthrough: Creating a Sync service
Walkthrough: Creating a Sync Service in Windows Azure