This document discusses how to integrate Microsoft CRM with Mule ESB using the Microsoft Dynamics CRM connector in Mule. It outlines prerequisites like username, password, and organization URL. It describes installing the connector in Anypoint Studio and creating a new Mule project. It provides steps to configure the global CRM element with authentication details and test the connection. Finally, it explains how to create a basic Mule flow with HTTP and CRM connectors and a JSON transformer.

1. www.sanjeetpandey.com
www.sanjeetpandey.com
Prepared by – Sanjeet Pandey
Integration with Microsoft CRM using Mule ESB

2. www.sanjeetpandey.com
Overview
- MuleSoft provides the most widely used integration platform to connect any application, data
service or API, across the cloud and on-premise continuum.
-Microsoft CRM is cloud-based CRM (Customer Relationship Management) that is accessible to
the user programmatically via a MuleSoft Microsoft Dynamics CRM connector.
-The Microsoft Dynamics CRM Mule connector allows developers to manipulate customer data,
at any time, from anywhere on the web. This connector lets you perform the following
operations:
• Create, update, and delete records
• Retrieve a single record or query multiple records
• Associate and disassociate records
• Execute a request message
2

3. www.sanjeetpandey.com
Prerequisites
• Username and password for users granted access to CRM
• Organization Service URL - usually in the
format:https://crm.mycompany.com/MyOrganization/XRMServices/2011/Organization.svc
3

4. www.sanjeetpandey.com
Installation
To install this connector:
• In Anypoint Studio, click Help > Install New Software.
• In Work with, click Anypoint Connectors Update Site.
• Expand Standard and click Microsoft Dynamics CRM Connector version 2.1.1 or later.
• Click the checkbox for the connector.
• Click Next, click Next at the Install Details screen, click I accept the terms of the license
agreement, and click Finish.
• Click Yes to restart Anypoint Studio. The restart reopens any existing projects in Studio.
4

5. www.sanjeetpandey.com
Mule MS Dynamics CRM Connector
Step 1: Create a New Mule Project
• To configure:
• In Anypoint Studio, click File > New > Mule Project.
• Specify a Project Name and click Finish.
5

6. www.sanjeetpandey.com
Mule MS Dynamics CRM Connector
Step 2: Configure the Global Element
• Configure the connector as a Microsoft Dynamics CRM instance:
• Click the Global Elements tab and click Create.
• In the Search field, type crm, click Microsoft Dynamics CRM, and click OK.
• Specify a Username and Password.
• Specify a Organization Service URL for accessing the CRM system. Click OK.
For example: http://{siteUrl}/XrmServices/2011/Organization.svc
• Click an Authentication Scheme from the dropdown list.
• Specify values for Domain Controller and Domain Name.
• Click Test Connection to ensure that the connection works correctly.
• After the connection succeeds, click OK.
6

7. www.sanjeetpandey.com
Mule flow
• Click the Message Flow tab.
• In the Search field, type http, and drag the HTTP connector to the canvas.
• In the Search field, type crm, and drag the Microsoft Dynamics CRM connector to the canvas
next to the HTTP endpoint.
• In the Search field, type json, and drag the Object to JSON transformer to the canvas next to
the connector. You can use the default values in this transformer.
7

8. www.sanjeetpandey.com 8