Cinchy Platform Documentation
Cinchy v5.8
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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
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
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.
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

Next steps