Cinchy Platform Documentation
Cinchy v5.6
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Dynamics 2015

1. Overview

Dynamics 2015 is a legacy CRM predecessor to Microsoft Dynamics 365. Mainstream end of life support finished in January 2020, with extended end of life support finishing in January 2025.
Example Use Case: You have customer information currently sitting in the Dynamics 2015 CRM software. You want to sync this data into Cinchy through a batch sync in order to liberate your data from the silo.
The Dynamics 2015 source supports batch syncs.

2. Info Tab

You can review the parameters that can be found in the info tab below (Image 1).

Values

Parameter
Description
Example
Title
Mandatory. Input a name for your data sync
Dynamics 2015 to Cinchy
Version
Mandatory. This is a pre-populated field containing a version number for your data sync. You can override it if you wish.
1.0.0
Parameters
Optional. Review our documentation on Parameters here for more information about this field.
Image 1: The Info Tab

3. Source Tab

The following table outlines the mandatory and optional parameters you will find on the Source tab (Image 2).
Source Details
Schema
Filter
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 2015
Username
Mandatory. The username the Dynamics 2015 account that has access to the data you want to sync.
RStewart
Password
Mandatory. The password for the above Dynamics 2015 user account.
******
Domain
Mandatory. The Domain name of the Dynamics 2015 server you are connecting to.
Customer
URL
Mandatory. The URL for tue Dynamics 2015 server you are connecting to.
Entity
Mandatory. The name of the entity you want to sync as it appears in your Dynamics 2015 CRM.
Companies
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.
There are other options available for the Schema section if you click on Show Advanced.
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. If your data type was chosen as "text", you can choose whether to trim the whitespace (that is, spaces and other non-printing characters).
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, i.e. the string that will be searched and replaced.
Replacement
What you want to replace your pattern with.
Note that you can have more than one String Replacement
You have the option to add a source filter to your data sync. Please review the documentation here for more information on source filters.

4. Next Steps