Workflow Publisher For Dynamics CRM 4.x

Dynamics CRM 4.x only This topic only applies to Adapter for Microsoft Dynamics CRM 4.x.

A publisher is a component that works with a data source to track which data has been modified over a specified period of time. The publisher feeds that data to an integration process, allowing only the changed records to be transferred to target systems. Designed to be used with Microsoft Dynamics CRM 4.x Online, the workflow publisher also works with Microsoft Dynamics CRM 4.x installed on-premise or with partner-hosted Microsoft Dynamics CRM 4.x.

If your company hosts Microsoft Dynamics CRM 4.x, you may not have Active Directory enabled, which is required for registering a plug-in, and you must use the workflow publisher instead of the plug-in publisher. Check with your host to determine their policy.

The workflow publisher uses Dynamics CRM 4.x workflows to record all events of a type that you have flagged as being useful to your application. As the publisher runs, it polls the host server, checking for records of any events that have been saved by the workflow. All pertinent records are selected by the Scribe Publisher and deleted from the host server.

Note: Microsoft sets the polling interval to five minutes. This interval cannot be changed.

To Set Up The Workflow Publisher

Use these steps to install, configure, and test the workflow publisher components to prepare the publisher environment to use.

  1. Create InsightPub workflows
  2. Set up a publisher process on the TIBCO Scribe® Insight server
  3. Set up publisher objects
  4. Configure message queue security
  5. Test message queue security
  6. Test the workflow publisher

Note: The workflow publisher can be used with Microsoft Dynamics 365 Online because it does not need to install any code on the host server.

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