Configure Azure integration with Microsoft Dynamics CRM


Applies To: Dynamics CRM 2016, Dynamics CRM Online

Microsoft Dynamics CRM Online 2016 Update and Microsoft Dynamics CRM 2016 (on-premises) are capable of posting the message request data for the current core operation to cloud hosted applications listening on the Microsoft Azure Service Bus. To enable this capability in Microsoft Dynamics CRM, perform the tasks detailed in this topic.

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 or a Microsoft Azure aware custom workflow activity with Microsoft Dynamics CRM. More information: Walkthrough: Register an Azure-aware plug-in using the 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.

Microsoft Dynamics CRM Online users can download a public certificate from the web application by going to Settings > Customizations > 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’ll need it later.

For Microsoft Dynamics CRM 2016 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.

For Microsoft Dynamics CRM 2016 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 2016 integration with the Microsoft Azure platform.

System_CAPS_security Security Note

For the Microsoft Dynamics CRM 2016 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.

Regardless of whether you use ACS or SAS for authorization, you need to configure the rules and issuers of your Microsoft Azure solution to allow a listener application 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. The recommended method to configure Azure is to use the Plug-in Registration Tool in the SDK download.

For instructions on configuring authorization see Walkthrough: Configure Microsoft Azure (ACS) for integration with Dynamics CRM and Walkthrough: Configure Microsoft Azure (SAS) for integration with Dynamics CRM.

Microsoft Dynamics CRM 2016 and CRM Online

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