Dynamics

Overview

Microsoft Dynamics 365 functions as an interconnected CRM, ERP, and productivity suite that integrates processes, data, and business logic.

Before you set up your data sync destination, make sure to configure your Source.

The Dynamics destination supports batch and real-time syncs.

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.

ParameterDescriptionExample

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

Mandatory. The Web API URL of your instance.

https://org.api.crm.dynamics.com/api/data/v9.0/

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. The default state is false: ID values will be matched but no data will be inserted.

Image 2: Define your Destination

Next steps

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