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ADFS on premise

ADFS on premise

Published: Sep 01, 2023

Popdock
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SmartConnect
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- Adding Tasks to an Integration View Category
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- Importing and Exporting Integrations View Category
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- Installing and Configuring SmartConnect 21 View Category
  - Creating and Configuring the API in SmartConnect 21
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- Navigating the Dashboard View Category
  - Viewing the Latest News, Links, and Videos Widgets
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  - Using the SmartConnect Processes Widget
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- Setting Up Additional Functionality View Category
  - Using Error Processing to Correct Integration Process Failures
  - Scheduling an Integration Process
- Working with Dynamics 365 Business Central View Category
  - Using an Odata Field Lookup
  - Creating a Dynamics 365 Business Central Change Data Source
  - Creating a Dynamics 365 Business Central Real-time Data Source
  - Connecting to Dynamics 365 Business Central using an OAuth Token
  - Setting up an Integration to Dynamics 365 Business Central
  - Creating a Dynamics 365 Business Central Bulk Data Source
- Working with Dynamics 365 Finance View Category
  - Using a Dynamics 365 Finance Lookup
  - Setting up an Integration to Dynamics 365 Finance and Operations
  - Creating a Dynamics 365 Finance Bulk Data Source
  - Connecting to Dynamics 365 Finance using an OAuth Token
- Working with Dynamics 365 Sales View Category
  - Using an Activity Party
  - Using an Entity Lookup
  - Connecting to Dynamics 365 Customer Engagement using an OAuth Token
  - Using a Relationship
  - Using a List Option Lookup
  - Using a Multi Lookup
  - Setting up an Integration to Dynamics 365 Sales
  - Creating a Dynamics 365 Sales Real-Time Data Source
  - Creating a Dynamics 365 Sales Change Data Source
  - Creating a Dynamics 365 Sales Bulk Data Source
  - Setting up a Dynamics 365 Sales Connection
  - Using an Entity Reference
- Working with Dynamics CRM View Category
  - Using an Activity Party
  - Using an Entity Lookup
  - Setting up an Integration to Dynamics CRM
  - Creating a Dynamics CRM Real-Time Data Source
  - Using a MultiList Option Lookup
  - Creating a Dynamics CRM Change Data Source
  - Creating a Dynamics CRM Bulk Data Source
  - Setting up a Dynamics CRM Connection
  - Using a Relationship
  - Using a List Option Lookup
  - Using a Multi Lookup
  - Using an Entity Reference
- Working with Dynamics CRM On-Prem View Category
  - Using a MultiList Option Lookup
  - Using a List Option Lookup
  - Using a Multi Lookup
  - Using an Entity Lookup
  - Using an Activity Party
  - Using an Entity Lookup
  - Setting up an Integration to Dynamics CRM
  - Setting up a Dynamics CRM Connection
  - Creating a Dynamics CRM Real-Time Data Source
  - Creating a Dynamics CRM Change Data Source
  - Using a Relationship
  - Creating a Dynamics CRM Bulk Data Source
  - Setting up a Dynamics CRM Connection
- Working with Dynamics NAV View Category
  - Using a Page Field Lookup
  - Using a Page Key Field Lookup
  - Setting up an Integration to Dynamics NAV
  - Creating a Dynamics NAV Bulk Data Source
  - Setting up a Dynamics NAV Connection
- Working with Dynamics NAV OData On-Prem View Category
  - Using an OData Field Lookup
  - Setting up an Integration to Dynamics NAV OData
  - Creating a Dynamics NAV OData Bulk Data Source
  - Setting up a Dynamics NAV OData Connection
- Working with Dynamics NAV Soap On-Prem View Category
  - Using a Page Field Lookup
  - Using a Page Key Lookup
  - Setting up an Integration to Dynamics NAV Soap
  - Creating a Dynamics NAV Soap Bulk Data Source
  - Setting up a Dynamics NAV Soap Connection
- Working with File Options View Category
  - Creating a Text Folder Data Source
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  - Using a File Destination
  - Creating a XML File Source
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  - Creating an Excel Source
  - Setting up a FTP Server Connection
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- Working with Generic Connections View Category
  - Troubleshooting ODBC Data Source Errors
  - Creating an OLEDB Bulk Data Source
  - Creating an ODBC Bulk Data Source
  - Setting up an ODBC Connection
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- Working with Microsoft Graph View Category
  - Using Outlook as a Data Source
  - Using OneDrive as a Data Source
  - Using SharePoint as a Data Source
  - Setting up a Microsoft Graph Odata Connection
  - Creating a Teams Task
- Working with NetSuite View Category
  - Setting up a Multi Lookup
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  - Setting up an Integration to NetSuite
  - Creating a NetSuite Real-Time Data Source
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  - Setting up a NetSuite Connection
- Working with Popdock View Category
  - Creating a Popdock Bulk Data Source
  - Setting up a Popdock Connection
- Working with Pre-Defined Connectors View Category
  - Setting up a Zendesk Connector
  - Setting up a ShipStation Connector
  - Setting up a HubSpot Connector
  - Setting up a Shopify Connector
  - Setting up a WooCommerce Connector
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- Working with Salesforce View Category
  - Using an Entity Lookup
  - Setting up an Integration to Salesforce
  - Creating a Salesforce Real-Time Data Source
  - Creating a Salesforce Change Data Source
  - Creating a Salesforce Bulk Data Source
  - Setting up a Salesforce Connection
- Working with Slack View Category
  - Creating a Slack Task
  - Setting up a Slack Connection
- Working with SQL Server View Category
  - Setting up an Integration to SQL Server
  - Creating a SQL Server Real-Time Data Source
  - Creating a SQL Server Change Data Source
  - Creating a SQL Server Bulk Data Source
  - Setting up a SQL Server Connection
- Working with the REST Connector View Category
  - Using Error Handling
  - Using Service Variables
  - Using a Service Lookup
  - Creating a Service Lookup
  - Setting up an Integration to a REST Service
  - Creating a Service Destination Definition
  - Configure Data Source Paging
  - Adding a Bulk Service Data Source
  - Creating a Service Data Source Definition
  - Configuring Exchange Token Authentication
  - Configuring OAuth2 Authentication
  - Adding a REST Service Connection
  - Creating a REST Service Definition
  - Configuring Service Entities for Data Sources
  - Configuring Base Settings
- Working with Trello View Category
  - Setting up a Trello Connection
  - Creating a Trello Task
Zendesk Apps
- Inner zendesk category View Category
  - Test documentation

ADFS on premise

Published: Sep 01, 2023

Before you install the connector Dynamics 365(CRM On-Premise) you will need to configure ADFS.

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1.Log into your ADFS server and run PowerShell as an admin.

2.Register the Popdock application ADFS.

Add-AdfsClient -Name “Popdock for Dynamics CRM” -ClientId “15f97ff8-2f65-4fa1-be88-f3fd0fcae12e” -RedirectUri “https://eoneconnectorauth.azurewebsites.net/Callback”

3.Configure CRM to issue refresh tokens. (to get the name of your CRM you can run “Get-AdfsRelyingPartyTrust | Format-List -Property Name, Identifier” and find it in the list.

Set-AdfsRelyingPartyTrust -TargetName “Your CRM’s relying trust name” -IssueOAuthRefreshTokensTo AllDevices

4.Set the token lifetime in minutes.

Set-AdfsProperties -SSOLifetime 48000

5.Set the refresh token lifetime in minutes.

Set-AdfsProperties -PersistentSsoLifetimeMins 2628000

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