Quick Start Guide

This section lists and describes the key configuration steps for configuring the iWay Application Adapter for Microsoft Dynamics CRM 2011 On-Premises and then integrating with Microsoft Dynamics CRM 2011 On-Premises. Specifically, service mode functionality is described (sending documents to Microsoft Dynamics CRM 2011 On-Premises and receiving a response).

  1. Ensure that you are using a supported environment, as described in Supported Platforms Matrix.
  2. Ensure that when you install iWay Service Manager (iWay Integration Suite) you select and install the Microsoft Dynamics CRM 2011 adapter, which is grouped under the Application Adapters category.

    For more information, see the iWay Installation and Configuration Guide.

  3. Install the iWay Windows Communication Framework (WCF Router) before using the adapter.

    For more information, see Configuring the iWay WCF Routing Service (WCF Router).

  4. Select the security mode of the WCF Router.

    For more information, see Using the WCF Router to Connect to MS CRM (Selecting the Connection Mode).

  5. Start iWay Service Manager (iSM) and iWay Integration Tools (iIT). Use the iWay Explorer to create a target (connection) to Microsoft Dynamics CRM 2011 On-Premises.

    For more information, see Working With a Target.

  6. View and explore the different Microsoft Dynamics CRM Entities in the object tree.

    For more information, see Navigating the Entity and Operation Tree.

  7. Select an object from the tree, and create an XML schema.

    For more information, see Creating an XML Schema.

  8. Create an iWay Business Service from the Microsoft Dynamics CRM Entity.

    For more information, see Creating Business Services.

  9. Create an XML instance document based on the created XML schema or WSDL from an iWay Business Service and populate the fields with data according to the schema description.
  10. If you are using an iWay Business Service, use the Test pane to upload or copy the XML instance document into the iWay Business Service.

    For more information, see How to Create an iWay Business Service.

  11. Alternately use the Channel Builder in iWay Integration Tools (iIT) to build and deploy a simple iWay application that can be started, stopped, and monitored from iIT.

    For more information, see the iWay Integration Tools User’s Guide.

Note: The iWay Application Adapter for Microsoft Dynamics CRM 2011 On Premises does not support events.