Microsoft Dynamics CRM connector EOL - September 2022

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    Microsoft Dynamics CRM Connector EOL 

    Informatica is announcing EOL of IICS CDI Microsoft Dynamics CRM connector for Microsoft Dynamics 365 Online effective 30th September 2022. Informatica will not be providing bug fixes or feature enhancements after EOL.

     

    Microsoft has deprecated SOAP APIs and is recommending customers to move to Web APIs. Microsoft Dynamics 365 for Sales connector is based on Web APIs and is the recommended connector.

     

    Informatica is focusing on IICS CDI Microsoft Dynamics Sales connector. This is based on Microsoft Dynamics Web APIs. All our future enhancements and fixes will be on this connector.

     

    Microsoft Dynamics CRM Connector – WS Trust retirement (Temporary fix available until September 2022)

    Microsoft is retiring WS-Trust protocol effective April 2022. This affects Microsoft Dynamics 365 Online Version. This protocol is used by IICS CDI Microsoft Dynamics CRM connector for authentication. The retirement of this protocol will cause[TK1]  existing mappings to fail. Informatica will provide an OAuth authentication as a temporary fix. Customers will eventually need to migrate to Microsoft Dynamics 365 for Sales connector by 30th September 2022.

     

    Please refer this link to get more info on the WS Trust Protocol being removed - https://docs.microsoft.com/en-us/power-platform/important-changes-coming#deprecation-of-office365-authentication-type-and-organizationserviceproxy-class-for-connecting-to-dataverse

     

     

    Action for customers:

    Customers will need to edit and update their mappings to use IICS CDI Microsoft Dynamics 365 for Sales Connector.

    It is recommended to move directly to Microsoft Dynamics 365 for Sales connector now. This will avoid having to implement OAuth authentication in CRM connector, and then to eventually move to Microsoft Dynamics 365 for Sales Connector in September 2022, when it is EOL.

    Pre-requisites for OAuth in Microsoft Dynamics CRM connector with Microsoft Dynamics 365 Online

    1. Azure subscription
    2. Register new application
    3. Get the ClientID (application id)
    4. Create new client secret
    5. Add application user in MSD CRM and grant access(role) to user.
    6. Note: For the new flow, user would require: Organizational URL, Client id, Tenant id, Client Secret

     

     

    Steps to setup authentication in Microsoft Dynamics CRM Connector after Oauth authentication fix is available (until September 2022).

     

    • Administration of Microsoft Dynamics CRM Connector (For Online user)

    You can use Microsoft Dynamics CRM Connector after the organization administrator registers a native application with Azure Active Directory for a Web application for client secret grant authentication.

     

     

    • Use a Native Application with Azure Active Directory

    Azure Active Directory is a cloud-based directory that provides identity management services. You can use Azure Active Directory to securely communicate with cloud-based applications. To use the Client secret authentication for Microsoft Dynamics CRM Connector, the organization administrator needs to register a native application with Azure Active Directory. After the organization administrator registers the native application with Azure Active Directory, you can communicate with the services of Microsoft Dynamics 365 for Sales. To register a native application with Azure Active Directory, click the following URL: https://docs.microsoft.com/en-us/dynamics365/operations/dev-itpro/data-entities/services-home-page

     

     

    • Use a web application for client secret grant authentication

    You can configure OAuth 2.0 Client Secret Grant authentication to connect to Microsoft Dynamics 365 for Sales.

    1. Go to the Azure registered applications page in Azure Active Directory.
    1. Select your application.
    1. Navigate to Certificates and Secrets page.

    1. Click 

    New client secret

     

    1. Go to 

    Settings  >  Security

     

    1. Create a new application user and enter the details shown in the following image:

     

     

     

    7. Click

    Save

     

    8. Click

    Manage Roles

    and choose a global administrator or custom role for the application user.

     

     

     

    9. Click

    OK

    10. You will need to enter the application ID and client secret when you create a connection in Informatica Cloud.

     

    Enabling License:

    Please enable the trial license for Microsoft Dynamics 365 Sales as per the below screenshot, Please open a Shipping case if the option to Start Free Trial is not available.

    There is no cost associated with using the Microsoft Dynamics 365 Sales in place of your existing Microsoft Dynamics CRM connector License.

    CRM Sales

     

    Please reach out to Informatica Global Customer Support for any queries.