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).

Destination Details

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.

Column Mapping

The Column Mapping 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

Filter

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

Image 2: Define your Destination

Next steps

• 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.