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Cinchy Platform Documentation
Cinchy v5.8
Cinchy v5.8
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On this page
  • Overview
  • Destination tab
  • Next steps
  1. Data syncs
  2. Data sync destinations

Dynamics

PreviousDB2 tableNextKafka Topic

Last updated 1 year ago

Overview

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

Before you set up your data sync destination,

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.

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 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

Next steps

  • If you are running a batch sync, click Jobs > Start a Job to begin your sync.

Define your

Add in your , if required.

Define your .

If you are running a real-time sync, and enable it to begin your sync.

Sync Actions.
Post Sync Scripts
set up your Listener Config
Microsoft Dynamics 365
make sure to configure your Source.
Permissions
Image 2: Define your Destination
destination filters.
Column Mapping