Dynamics 2015
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 to liberate your data from the silo.
The Dynamics 2015 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 2015 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. |
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.
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 of the 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 |
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.
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