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).




Mandatory. Input a name for your data sync

Dynamics to Cinchy


Optional. Review our documentation on Variables here for more information about this field.


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.

Source tab

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

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



Mandatory. Select your source from the drop down menu.



Mandatory. The name of the entity you want to sync as it appears in your Dynamics CRM.


Service URL

Mandatory. The Web API URL of your instance.


Redirect URL

Mandatory. The Redirect URI from the Azure AD app registration


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.

Next steps

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