Plug-in Overview

TIBCO ActiveMatrix BusinessWorks™ Plug-in for Microsoft Dynamics CRM is an application that you can use to exchange data between intranet and Microsoft Dynamics CRM. You can use the plug-in to interact with data stored in the Microsoft Dynamics CRM Online server or Microsoft Dynamics CRM On-Premises server.

TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft Dynamics CRM plugs into TIBCO ActiveMatrix BusinessWorks and adds Dynamics CRM Palette and Dynamics CRM REST Palette to TIBCO Business Studio™ . You can use the Dynamics CRM Connection or Dynamics CRM REST Connection shared resource to create a connection between the plug-in and a Microsoft Dynamics CRM server. After creating a connection, you can configure a process using the activities in the Dynamics CRM palette or Dynamics CRM REST palette. See Getting Started for more details about how to use the plug-in.

TIBCO ActiveMatrix BusinessWorks™ is a leading integration platform that can integrate a wide variety of technologies and systems within enterprise and on cloud. TIBCO ActiveMatrix BusinessWorks includes an Eclipse-based graphical user interface (GUI) provided by TIBCO Business Studio™ for design, testing, and deployment. If you are not familiar with TIBCO ActiveMatrix BusinessWorks, see the TIBCO ActiveMatrix BusinessWorks documentation for more details.

Note: The existing Dynamics CRM palette is also called Dynamics CRM SOAP palette. The activities in the existing palette use SOAP calls to communicate with the server.
Note: The activities in the REST palette use REST API calls to communicate with the server.

TIBCO ActiveMatrix BusinessWorks Plug-in for Microsoft Dynamics CRM provides the following features:

For Dynamics CRM SOAP:
  • Creating, updating, deleting, associating, and disassociating entity records
  • Retrieving entity records using entity record IDs or query criteria
  • Listening to the create, update, and delete user events triggered on a specified entity record
  • Executing organization requests
For Dynamics CRM REST:
  • Creating, updating, deleting, associating, and disassociating entity records
  • Adding, updating, and deleting entity records at a time as a batch job
  • Retrieving entity records using entity record IDs or FetchXML or OData
  • Listening to the create, update, and delete user events triggered on a specified entity record
  • Downloading option set metadata at either the global level or per entity for a specified Dynamics CRM REST Connection resource