Getting Started

The starting page for this AddOn is the job list view - . Here you will see any CRM Connector jobs listed which have been setup under your Forsta Plus login to transfer data from any Microsoft Dynamics environment.

Note: If you have setup logins to both a production and sandbox MS Dynamics environment then all of these jobs will appear in the list. However those which are not setup under the current logged-in MS Dynamics account will be labeled “Not in current account”.

Figure 1 - Example of the Job list

For each job in the job list, the following information is provided:

• The Job Label - a description of the data transfer job.
• Information on recent data synchronization – for recurring transfers, the time and date of the most recent synchronization is shown. If that transfer succeeded there is a green circle. If that transfer failed there is a red circle. If the job is not setup to recur the circle will be grey.
• The task definition ID – this number is a link to the logs associated with this job. You can click on this link to view the detailed history of this job in the Forsta Plus task system.
• The Forsta Plus Company name for the Forsta Plus User.
• The Forsta Plus User Name.
• The Forsta Plus Survey Name (Import jobs write in to this survey, whereas export jobs read from this survey).
• The Forsta Plus Survey ID.
• The MS Dynamics environment organization name.
• The MS Dynamics organization id – hover over the info icon to see this id.
• The MS Dynamics Object Name (Import jobs read from this primary object, whereas export jobs write to this object).
• The MS Dynamics Object ID.
• An icon identifies the MS Dynamics environment either as a Sandbox org or a Production org.
• An icon identifies the Forsta Plus source table type for exports or the target table for imports – The icon indicates you are exporting from the Forsta Plus respondent table into MS Dynamics, or importing into the Forsta Plus respondent table from MS Dynamics. The icon means you are exporting Forsta Plus survey response data into MS Dynamics. The icon means you are importing data from MS Dynamics into a Forsta Plus custom data table.
• Log in button – if you have not logged into MS Dynamics, you may see a log-in button on the job. Click this to log in to MS Dynamics. You must be logged in to the CRM if you want to change the job or see additional details about it.
• Information / warning messages – if the Forsta Plus survey has been archived or deleted you may see a warning message about that. Similarly if the MS Dynamics object associated with a job is not accessible or deleted you may see a message about that, too.

In cases where you are logged into a different MS Dynamics environment than the one associated with a CRM Connector job, some information about the MS Dynamics environment and object may not be accessible so it will not be visible in the Job List.

Note that for each job there is also an expandable menu of Actions on the right side of the page. These actions allow you to manage the jobs, edit them, or delete them if they are no longer needed.

Logging in to MS Dynamics

When using CRM Connector, at various times you may need to log into MS Dynamics in order to see information stored in the MS Dynamics environment or make changes to it. When a MS Dynamics login is required, you will be presented with the following login screen :

1. Click Login.

The Login page opens - .



Figure 3 - The Login page

2. Enter your MS Dynamics login credentials and click Sign In.

After you click Sign In, you will then be logged into MS Dynamics and can proceed with the next step to use the feature.

First-time Login Initial Authorization

The first time you login to MS Dynamics, you will be asked to give authorization for CRM Connector to connect to your MS Dynamics environment. In that case you will see this login screen :

Figure 4 - Providing authorization

CRM Connector for MS Dynamics uses an authorization protocol called OAUTH to log into the Dynamics environment in order to transfer the requested data. This step is part of that flow, and in order to proceed, you must agree to allow the CRM Connector to login to Dynamics. You can revoke this permission at any time.

When transferring data at scheduled times in the future, CRM Connector for MS Dynamics uses an Application User, called «Forsta Plus CRM Connector App», which is distinct from the user who is logged into the interactive UI. The user will also be assigned a security role «Forsta Plus CRM Connector App User». The benefit of this approach is that you can separately manage the data access permissions of the Application User. Note that, if the Application User does not have the permissions needed to read or manage the data tables that you want to access in MS Dynamics, then CRM Connector will have an error. These permissions can be adjusted by the MS Dynamics Administrator to suit your particular needs.

The first time you run a CRM Connector job, the Application User will be created automatically by CRM Connector.