Dynamics
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functions as an interconnected CRM, ERP, and productivity suite that integrates processes, data, and business logic.
Example Use Case: You have customer information currently sitting in the Dynamics CRM software. You want to sync this data into Cinchy through a batch sync in order to liberate your data from the silo.
The Dynamics source supports batch syncs.
You can review the parameters that can be found in the info tab below (Image 1).
Title
Mandatory. Input a name for your data sync
Dynamics to Cinchy
Version
Mandatory. This is a pre-populated field containing a version number for your data sync. You can override it if you wish.
1.0.0
Parameters
The following table outlines the mandatory and optional parameters you will find on the Source tab (Image 2).
The following parameters will help to define your data sync source and how it functions.
Source
Mandatory. Select your source from the drop down menu.
Dynamics
Entity
Mandatory. The name of the entity you want to sync as it appears in your Dynamics CRM.
Companies
Service URL
Redirect URI
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.
Click Jobs > Start a Job to begin your sync.
Optional. Review our documentation on for more information about this field.
Mandatory. The for your instance.
Mandatory. The from the Azure AD app registration
The section is where you define which source columns you want to sync in your connection. You can repeat the values for multiple columns.
You have the option to add a source filter to your data sync. Please review the documentation here for more information on
Configure your
Define your.
Add in your , if required.
Define your .