Inrule for Dynamics 365 Deployment Guide

InRule® for Microsoft Dynamics 365 Deployment Guide Document Updated against InRule v5.6.0 Document Updated against InRule for Microsoft Dynamics 365 Integration Framework v2.3.16 Document Updated against Microsoft Dynamics 365 v9.1 online, v9.0 on-prem Solution Built against Microsoft .NET Framework v4.7.2 InRule does not upgrade this document after each Integration Framework release, please see release notes for individual versions if the version that you are using does not match the versions listed above. If you are working with earlier versions of any of the above products, the information in this document may not apply to you. Please check to see if earlier documentation is available to cover your needs. CONFIDENTIAL Any use, copying or disclosure by or to any other person than has downloaded a trial version of InRule or signed an DNA is strictly prohibited. If you have received this document by any other means than a download or an email from an InRule employee, please destroy it retaining no electronic or printed copies. © Copyright 2020 InRule Technology, Inc. Microsoft®, Microsoft Dynamics® and the Microsoft Dynamics Logo are registered trademarks of Microsoft Corporation. All rights reserved. No parts of this work may be reproduced in any form or by any means – graphic, electronic, or mechanical, including photocopying, recording, taping, or information storage and retrieval systems – without the written permission from InRule Technologies, Inc. InRule, InRule Technology, irAuthor, irVerify, irServer, irCatalog, irSDK and irX are registered trademarks of InRule Technology, Inc. All other trademarks and trade names mentioned herein may be the trademarks of their respective owners and are hereby acknowledged. InRule for Microsoft Dynamics 365 Deployment Guide Table of Contents Table of Contents .......................................................................................................................................... 2 1 Introducing InRule® for Microsoft Dynamics 365 .................................................................................. 4 2 Understanding your options .................................................................................................................. 5 2.1 Microsoft Dynamics 365 (Online) – PaaS with Microsoft Azure ................................................... 5 2.2 Microsoft Dynamics 365 (On Premises) – Local IIS or Azure IaaS .............................................. 7 2.3 Other Integration Options .............................................................................................................. 7 3 Performing the Installation: In Azure ..................................................................................................... 8 3.1 An overview of the Components needed ...................................................................................... 8 3.2 Gathering prerequisites ............................................................................................................... 10 3.3 Deploying and Configuring Components .................................................................................... 15 3.3.1 Catalog App Service ........................................................................................................... 15 3.3.2 Registering an Azure Active Directory Application (Optional) ............................................. 18 3.3.3 Rule Execution App Service for Dynamics 365 .................................................................. 20 3.3.4 Upload License file .............................................................................................................. 28 3.3.5 Rule Services Solution for Dynamics 365 ........................................................................... 29 4 Performing the Installation: On-Premises ........................................................................................... 38 4.1 An overview of the Components needed .......................................................................................... 38 4.2 Gathering prerequisites ..................................................................................................................... 39 4.3 Deploying and Configuring Components .......................................................................................... 41 4.3.1 Setting Up an Application Pool in IIS ......................................................................................... 41 4.3.2 Setting Up the IIS Site for the Rule Execution Web Service ...................................................... 44 4.3.3 Deploy the Rule Execution Web Service ................................................................................... 47 4.3.4 Rule Services Solution for Dynamics On-Prem Deployment ..................................................... 49 Appendix A: Additional Resources ............................................................................................................. 54 InRule’s Support Website ........................................................................................................................ 54 InRule’s Support Team ........................................................................................................................... 59 InRule’s ROAD Team .............................................................................................................................. 59 InRule Training Services ......................................................................................................................... 59 Appendix B: Anatomy of a Request for Execution of Rules Diagram ......................................................... 60 Appendix C: irX General Integration Concepts ........................................................................................... 61 Appendix D: Accessing Dynamics 365 Directly from Rule Helper .............................................................. 62 Appendix E: Methods for Executing Rules from Dynamics 365 and the Power Platform........................... 71 1 Plugin Events .................................................................................................................................. 74 Copyright© 2020 by InRule Technology, Inc. All Rights Reserved. Page 2 of 129 CONFIDENTIAL – Not to be distributed beyond the party to which this document was originally sent. InRule for Microsoft Dynamics 365 Deployment Guide 2 Run Rules Button ............................................................................................................................ 76 3 Workflow Activity ............................................................................................................................. 79 4 Form Events .................................................................................................................................... 79 5 Custom JavaScript .......................................................................................................................... 83 6 Custom Action ................................................................................................................................. 84 7 Power Platform ................................................................................................................................ 85 Appendix F: Rules Configuration and Settings ........................................................................................... 94 Appendix G: Endpoint Override Configuration .......................................................................................... 103 Appendix H: Azure App Service Plan Configuration ................................................................................. 106 Appendix I: Azure Application Insights Configuration ............................................................................... 108 Appendix J: Dynamics 365 Tracing and InRule Event Logging ................................................................ 109 Appendix K: Activating Your License Keys ............................................................................................... 118 Appendix L: Upgrading Versions .............................................................................................................. 121 Appendix M: Known Issues, Limitations and Troubleshooting ................................................................. 123 Connections ...................................................................................................................................... 123 Updating Entity Status via Rules ....................................................................................................... 123 On-Prem Execution Mode ................................................................................................................. 123 1-Minute Timeout .............................................................................................................................. 123 2-Minute Timeout .............................................................................................................................. 123 S2S User Settings ............................................................................................................................. 124 Solution File Invalid Error .................................................................................................................. 124 Missing Entity Privilege Error ...........................................................................................................

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