Dynamics 2015
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.
You can review the parameters that can be found in the info tab below (Image 1).
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 | |

Image 1: The Info 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 |
| |
Validate Data |
| |
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.
- Click Jobs > Start a Job to begin your sync.
Last modified 3mo ago