Which instance we can use for CRM integration?

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Posted on by Firman

I have a Web Api to access CRM and get the CRM ApiUrl using https://globaldisco.crm.dynamics.com/api/discovery/v2.0/Instances and get 2 value in array

{
"@odata.context": "">10.0.1.33:20229/.../$metadata
"value": [
{
"IsUserSysAdmin": false,
"Region": "OCE",
"Purpose": "",
"StatusMessage": 6,
"TrialExpirationDate": "0001-01-01T00:00:00Z",
"OrganizationType": 12,
"TenantId": "daea8483-3c8c-4bdf-ae25-xxxxxxx",
"EnvironmentId": "Default-daea8483-3c8c-4bdf-ae25-xxxxxxxx",
"DatacenterId": "4f4c4dee-6471-44f7-b9e7-xxxxxxxx",
"DatacenterName": null,
"Id": "f8f5e670-3702-42f3-9fd6-xxxxxxxxxx",
"UniqueName": "f8f5e670370242f39fd657xxxxxxxx",
"UrlName": "orgxxxxxxx",
"FriendlyName": "xxxxxxxxx (default)",
"State": 0,
"Version": "9.2.22113.172",
"Url": "https://orgxxxxxxxx.crm6.dynamics.com",
"ApiUrl": "https://orgxxxxxxx.api.crm6.dynamics.com",
"LastUpdated": "2022-12-27T21:46:15.1910295Z",
"SchemaType": "Standard"
},
{
"IsUserSysAdmin": true,
"Region": "OCE",
"Purpose": null,
"StatusMessage": 6,
"TrialExpirationDate": "2023-01-26T00:00:00Z",
"OrganizationType": 11,
"TenantId": "daea8483-3c8c-4bdf-ae25-xxxxxxxxxxxx",
"EnvironmentId": "d66108c4-1b0f-e72c-a15d-xxxxxxxxxxxx",
"DatacenterId": "6aff9720-2913-4b57-89cb-xxxxxxxxxxxx",
"DatacenterName": null,
"Id": "d3829f7b-f789-4dc6-883c-xxxxxxxxxxx",
"UniqueName": "unqd3829f7bf7894dc6883xxxxxxxx",
"UrlName": "orgxxxxxxxxx",
"FriendlyName": "Sales Trial",
"State": 0,
"Version": "9.2.22113.172",
"Url": "https://orgxxxxxxx.crm6.dynamics.com",
"ApiUrl": "https://orgxxxxxxx.api.crm6.dynamics.com",
"LastUpdated": "2022-12-28T03:00:42.1241855Z",
"SchemaType": "Full"
}
]
}

which instance that we can use for access(create, update, delete) leads? currently I'm using the Sales Trial but I don't know exactly how to filter it because when I use the default one, I can't access the CRM and get Error: The user is not a member of the organization.

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Answers (1)

tech-44 on at

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RE: Which instance we can use for CRM integration?

There are a few different instances that can use for CRM integration. Using the same instance for both the customer and sales team may make sense. Other times, creating two separate instances for each group may make more sense. Ultimately, the decision should make based on what is best for the organization and its needs.
Yoshika Suzuki on at

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RE: Which instance we can use for CRM integration?

Looking only at the error message, it is possible that the user does not belong to the environment's security group. Do you have security groups configured in your environment?
Firman 15 on at

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RE: Which instance we can use for CRM integration?

if its not Trial, is it still have expiration date or not?
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PerezAguiar on at

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RE: Which instance we can use for CRM integration?

Hey!

Default environments ("EnvironmentId": "Default-daea8483) are NOT intended for Dynamics 365 and can't have Dynamics 365 Apps deployed on them. On this scenario, you should use the Trial. However, please be aware that trials have expiration date, on your case: January 26th, 2023.

Regards
Firman 15 on at

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RE: Which instance we can use for CRM integration?

how we know which one has the Dataverse, Abdul Wahab ? cause I need to filter in the background.

is it the one who has SchemaType='Full' or how? I think its not based on TrialExpirationDate, right? cause if we do not use Trial, is it still have TrialExpirationDate in the attributes?
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Abdul Wahab 12,070 Super User 2024 Season 1 on at

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RE: Which instance we can use for CRM integration?

Hi Firman,

Basically, we can use the use instance which has the Dataverse. As per my very little knowledge, The default environment does not have it.

Your error asks to use the environment in which your access is configured.