Dynamics
Microsoft Dynamics 365 functions as an interconnected CRM, ERP, and productivity suite that integrates processes, data, and business logic.
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).
Destination Details
Column Mapping
Filter
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 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 |
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
- If you are running a batch sync, click Jobs > Start a Job to begin your sync.
Last modified 3mo ago