AaronAcosta1
Novice

Retrieving data from Dynamics CRM Online with K2 Blackpearl

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Hello guys.

 

I'm pretty new working with k2. Where're are having a hard time trying to learn the different aspects of k5 but truth is that ther'es just not much ifo outhere.
I need to know how to connect and retrieve (or make the connection) between Dynamics CRM and K2 Designer.

 

Thans in advance.

Regards

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3 Replies
IPO
Apprentice

Re: Retrieving data from Dynamics CRM Online with K2 Blackpearl

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HI,

CRM seems pretty much integrated with the K2 Blackpearl. Have to you registered CRM Service Instances using SmartObject Service Tester Utility ?

Once you register CRM service instance , you have access to all CRM service objects which can be further used to create smart objects.

 

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AaronAcosta1
Novice

Re: Retrieving data from Dynamics CRM Online with K2 Blackpearl

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Thank you very much for your fast reply. 

That's actually right... the problem is that those steps are used to configure K2 with CRM On premise and I'm using CRM Online (Using a Office 365 Licence)

Can you or someone else help me?

Thanks in advance!

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tin
Apprentice

Re: Retrieving data from Dynamics CRM Online with K2 Blackpearl

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I believe this can be done by running the K2 blackpearl setup manager and performing a reconfigure:


 


https://help.k2.com/onlinehelp/K2blackpearl/ICG/4.7/default.htm#Install/Manual/BP/BP_Inst_CRM.htm?Hi...


 


But use the Discovery Service URL instead of the Organization Service URL, as per:


 


https://help.k2.com/kb001410

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