Dynamics

Overview

Microsoft Dynamics 365 functions as an interconnected CRM, ERP, and productivity suite that integrates processes, data, and business logic.

Example use case

You have customer information currently sitting in the Dynamics CRM software. You want to sync this data into Cinchy through a batch sync to liberate your data from the silo.

The Dynamics source supports batch syncs.

Info tab

You can find the parameters in the Info tab below (Image 1).

Values

Parameter	Description	Example
Title	Mandatory. Input a name for your data sync	Dynamics to Cinchy
Variables	Optional. Review our documentation on Variables here for more information about this field.
Permissions	Data syncs are role based access systems where you can give specific groups read, write, execute, and/or all of the above with admin access. Inputting at least an Admin Group is mandatory.

Image 1: The Info Tab

Source tab

The following table outlines the mandatory and optional parameters you will find on the Source tab (Image 2).

Source Details

The following parameters will help to define your data sync source and how it functions.

Parameter	Description	Example
Source	Mandatory. Select your source from the drop down menu.	Dynamics
Entity	Mandatory. The name of the entity you want to sync as it appears in your Dynamics CRM.	Companies
Service URL	Mandatory. The Web API URL of your instance.	https://org.api.crm.dynamics.com/api/data/v9.0/
Redirect URL	Mandatory. The Redirect URI from the Azure AD app registration	https://example.com/
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.
Test Connection	You can use the "Test Connection" button to ensure that your credentials are properly configured to access your source. If configured correctly, a "Connection Successful" pop-up will appear. If configured incorrectly, a "Connection Failed" pop-up will appear along with a link to the applicable error logs to help you troubleshoot.

Schema

The Schema section is where you define which source columns you want to sync in your connection. You can repeat the values for multiple columns.

Parameter	Description	Example
Name	Mandatory. The name of your column as it appears in the source.	Name
Alias	Optional. You may choose to use an alias on your column so that it has a different name in the data sync.
Data Type	Mandatory. The data type of the column values.	Text
Description	Optional. You may choose to add a description to your column.

Select Show Advanced for more options for the Schema section.

Parameter	Description	Example
Mandatory	If both Mandatory and Validated are checked on a column, then rows where the column is empty are rejected If just Mandatory is checked on a column, then all rows are synced with the execution log status of failed, and the source error of "Mandatory Rule Violation" If just Validated is checked on a column, then all rows are synced.
Validate Data	If both Mandatory and Validated are checked on a column, then rows where the column is empty are rejected If just Validated is checked on a column, then all rows are synced.
Trim Whitespace	Optional if data type = text. For Text data types, you can choose whether to trim the whitespace._
Max Length	Optional if data type = text. You can input a numerical value in this field that represents the maximum length of the data that can be synced in your column. If the value is exceeded, the row will be rejected (you can find this error in the Execution Log).

You can choose to add in a Transformation > String Replacement by inputting the following:

Parameter	Description	Example
Pattern	Mandatory if using a Transformation. The pattern for your string replacement.
Replacement	What you want to replace your pattern with.

Note that you can have more than one String Replacement

Filter

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

Image 2: The Source Tab

Next steps

• Configure your Destination

• Define your Sync Actions.

• Add in your Post Sync Scripts, if required.

• Click Jobs > Start a Job to begin your sync.