Configure Windows Azure Integration with Microsoft Dynamics CRM

[Applies to: Microsoft Dynamics CRM 2011]

Microsoft Dynamics CRM 2011 is capable of posting the message request data for the current core operation to the Windows Azure cloud. To enable this capability in Microsoft Dynamics CRM 2011, you must perform the tasks detailed in this topic.

If your organization has been updated to Microsoft Dynamics CRM Online Fall ’13, please use the latest version of the SDK. Download the updated SDK package for Microsoft Dynamics CRM 2013 and CRM Online Fall ‘13.

Configuration Tasks for Microsoft Dynamics CRM/Azure Integration

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

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

  2. Register a Windows Azure aware plug-in, for example the ServiceBusPlugin plug-in, or a Windows Azure aware custom workflow activity with Microsoft Dynamics CRM. For more information, see Walkthrough: Register an Azure-Aware Plug-in with 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 Windows 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 Windows 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.

As a prerequisite, you should download and read the Windows Azure SDK documentation before attempting to understand this topic and configure Microsoft Dynamics CRM 2011 and Windows Azure integration.

Obtain 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 Windows 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 2011 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 Windows Azure Integration

For Microsoft Dynamics CRM 2011 on-premises and IFD deployments, configuring the server for Windows 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 Windows Azure.

Refer to the topic Walkthrough: Configure CRM for Integration with Windows Azure for step-by-step instructions on configuring Microsoft Dynamics CRM 2011 integration with Windows Azure platform.

securitySecurity Note
For the Microsoft Dynamics CRM 2011 and Windows 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 Windows Azure ACS for Microsoft Dynamics CRM Integration

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

For more information, see Walkthrough: Configure Windows Azure ACS (Version 2) for Microsoft Dynamics CRM Integration.

Microsoft has updated Windows Azure ACS from version 1 to version 2. If you have an existing service namespace that was created in ACS version 1, that namespace will continue to work with Microsoft Dynamics CRM 2011. All new service namespaces created in ACS version 2 will also be supported through the Windows Azure integration feature of Microsoft Dynamics CRM. You can determine what ACS version your service namespace was created in through the Management Portal. If your service bus namespace was created in the year 2011 or later, you are most likely using ACS v2.

See Also

Microsoft Dynamics CRM 2011
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