What's new

New features with Service Pack 2

Integration with 3rd party applications requiring a login

While the initial release of the integration workflow only covered for simple integration scenarios, where either no authentication is required or the 3rd party system (e.g. web services) offers the possibility to pass along the credentials with every request, it is now possible to integrate with an application that requires an explicit login.

See topic How to integrate with a 3rd party system which requires a login for further details.

New features with Service Pack 1

As of Service Pack 1 CRM.interface not only can act as an integration server, but also as an integration client and actively trigger interactions (e.g. sending http messages) with 3rd party systems.

See topic Integration Hub for further details.

New features with version 8.1.7.433

Enhancements of the "synchronize" workflow

As of version 8.1.7.433 and higher the "synchronize" workflow natively supports exchanging messages with SOAP web services. You now can easily achieve integrations with SOAP web services endpoints. For further details see the topics Workflow Execution steps and Workflow settings and parameters. .

Additionally it is now possible to globally active logging for all workflow activities – see topic Logging below.

Configuration of the technical user ("shadow user")

As of version 8.1.7.433 and higher the credentials (username and password) of the technical user (also known as "shadow user") are not longer stored in the settings.xml, but in an encrypted XML - users.xml. See topic Configuration of the technical user, creation of users.xml for further details.

Excursion_Synchronization of Contact Persons and Persons

As of this version it is possible to also synchronize person records in addition to company and contact person records.