Dynamics
Last updated
Last updated
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.
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 | 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. |
Define your Sync Actions.
Add in your Post Sync Scripts, if required.
Define your Permissions.
If you are running a real-time sync, set up your Listener Config and enable it to begin your sync.
If you are running a batch sync, click Jobs > Start a Job to begin your sync.
