Cinchy Platform Documentation
Cinchy v5.6
Cinchy v5.6
  • Data Collaboration Overview
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  • Meta Forms
    • Introduction to Meta-Forms
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    • Forms Data Types
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      • Creating a Dynamic Meta-Form (Using Tables)
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  • Data Syncs
    • Getting Started with Data Syncs
    • Installation & Maintenance
      • Prerequisites
      • Installing Connections
      • Installing the Worker/Listener
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    • Building Data Syncs
      • Types of Data Syncs
      • Common Design Patterns
      • Sync Behaviour
      • Columns and Mappings
        • Calculated Column Examples
      • Listener Configuration
      • Advanced Settings
        • Filters
        • Parameters
        • Auth Requests
        • Request Headers
        • Post Sync Scripts
        • Pagination
      • Batch Data Sync Example
      • Real-Time Sync Example
      • Scheduling a Data Sync
      • Connection Functions
    • CLI Commands List
    • Error Logging and Troubleshooting
    • Supported Data Sync Sources
      • Cinchy Event Broker/CDC
        • Cinchy Event Broker/CDC XML Config Example
      • Cinchy Table
        • Cinchy Table XML Config Example
      • Cinchy Query
        • Cinchy Query XML Config Example
      • Copper
      • DB2 (Query and Table)
      • Dynamics 2015
      • Dynamics
      • DynamoDB
      • File Based Sources
        • Binary File
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        • Excel
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      • Kafka Topic
        • Kafka Topic Example Config
        • Apache AVRO Data Format
      • LDAP
      • MongoDB Collection
        • MongoDB Collection Source Example
      • MongoDB Collection (Cinchy Event Triggered)
      • MS SQL Server (Query and Table)
      • ODBC Query
      • Oracle (Query and Table)
      • Polling Event
        • Polling Event Example Config
      • REST API
      • REST API (Cinchy Event Triggered)
      • SAP SuccessFactors
      • Salesforce Object (Bulk API)
      • Salesforce Platform Event
      • Salesforce Push Topic
      • Snowflake
        • Snowflake Source Example Config
      • SOAP 1.2 Web Service
    • Supported Data Sync Destinations
      • Cinchy Table
      • DB2 Table
      • Dynamics
      • Kafka Topic
      • MongoDB Collection
      • MS SQL Server Table
      • Oracle Table
      • REST API
      • Salesforce Object
      • Snowflake Table
      • SOAP 1.2 Web Service
    • Supported Real-Time Sync Stream Sources
      • Cinchy Event Broker/CDC
      • Data Polling
      • Kafka Topic
      • MongoDB
      • Salesforce Push Topic
      • Salesforce Platform Event
  • Other Resources
    • Angular SDK
    • JavaScript SQK
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On this page
  • 1. Overview
  • 2. Destination Tab
  • 4. Next Steps

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  1. Data Syncs
  2. Supported Data Sync Destinations

Dynamics

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Last updated 1 year ago

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1. Overview

functions as an interconnected CRM, ERP, and productivity suite that integrates processes, data, and business logic.

Prior to setting up your data sync destination,

The Dynamics destination supports batch and real-time syncs.

2. Destination Tab

The following table outlines the mandatory and optional parameters you will find on the Destination tab (Image 1).

The following parameters will help to define your data sync destination and how it functions.

Parameter
Description
Example

Destination

Mandatory. Select your destination from the drop down menu.

Dynamics

Entity

Mandatory. The name of the entity you want to sync to as it appears in your Dynamics CRM.

Service URL

Client ID

Mandatory. The encrypted Client ID found in your Azure AD app registration. The Connection UI will automatically encrypt this value for you.

Client Secret

Mandatory. The encrypted Client Secret found in your Azure AD app registration. The Connection UI will automatically encrypt this value for you.

ID Column

Mandatory. The unique ID Column name of the Entity that you wish to sync to.

ID Column Insert

Setting this value to true will allow direct inserts into the ID Column indicated above. The default state is false: ID values will be matched but no data will be inserted.

The section is where you define which source columns you want to sync to which destination columns. You can repeat the values for multiple columns.

Parameter
Description
Example

Source Column

Mandatory. The name of your column as it appears in the source.

Name

Target Column

Mandatory. The name of your column as it appears in the destination.

Name

You have the option to add a destination filter to your data sync. Please review the documentation here for more information on

4. Next Steps

  • If you are running a batch sync, click Jobs > Start a Job to begin your sync.

Mandatory. The for your instance.

Define your.

Add in your , if required.

Define your .

If you are running a real-time sync, and enable it to begin your sync.

Sync Behaviour
Post Sync Scripts
set up your Listener Config
Web API URL
https://org.api.crm.dynamics.com/api/data/v9.0/
Microsoft Dynamics 365
ensure that you've configured your Source.
Permissions
Column Mapping
destination filters.
Image 2: Define your Destination