DBSync Microsoft Dynamics CRM Online connector allows you to move data into in, and out, of Microsoft Dynamics CRM Online. As a Microsoft Dynamics CRM user, you You can use this connector to move data into in, and out, of Microsoft Dynamics CRM and other applications to (1) populate data warehouses, to ; (2) synchronize customer master databases; and (3), to streamline transaction details and online payments to reduce double data entry by saving time and money. The connector connects directly to your Microsoft Dynamics CRM Online instance and . As a result, it enables you to query, add, modify and delete various types of records.
To establish a connection to Microsoft via DBSync MSCRM online connector, you should have a user must:
- Have a valid license to DBSync MSCRM online connector, username and password to connect to DBSync iPaaS platform.
- Should have Have a valid username, password of MSCRM online application with sufficient permission to perform CRUD operations.
An MSCRM on-prem premise connector instance represents a single MSCRM account, including login credentials. If a user wishes to connect to multiple instances - of the either sandbox/production - then, they must create a separate connection for each MSCRM instance.
The table below table represent represents parameters required for opening the connection to MSCRM online user instance.
|Username||Specifies the username associated with CRM online login credentials.||Yes|
|Password||specifies Specifies the password for the username associated with the login credentials.||Yes|
Specifies the URL to the Microsoft Dynamics CRM server. The URL can be http or https and the . The port is optional if it is http over port 80; or, https over port 443. The server URL for Microsoft Dynamics CRM Online is https:// organization-name.crm.dynamics.com. The Please note that the organization name is required.
After a connector is created within a project, set up the connector within the project. DBSync can then map to, and from, the systems which that are supported by our standard connector list and . It can use MSCRM on-premise connector to retrieve data from, or send data to, MSCRM on-premise version.
Uses Of MSCRM Online ConnectorThe few uses of
- DBSyncs MSCRM on-premise connector
- The DBSyncs MSCRM on-premise connector empowers MSCRM On-Premise users to generate complex business rules with ease.
- Export and Import data from Databases and many sources like like, Salesforce.com, SugarCRM, for migration.
- Replicate cloud data in-house easily to build your Datawarehouse Data Warehouse or Master Data Management.
- Integration Integrate and reduce data entry with ERP applications - ranging from on-premise applications like, QuickBooks desktop and others to, on-demand applications like, Intacct and QuickBooks online, with ease.
Only the following Following Microsoft Dynamics CRM versions are supported supported:
- Microsoft Dynamics CRM 2016 (online)
- Microsoft Dynamics CRM 2015 (online)
- Microsoft Dynamics CRM 2013 (online)
- Microsoft Dynamics CRM 2011 (online)
Frequently Asked Questions
Q: What versions of Microsoft Dynamics CRM does this profile support?
A: This connector supports Microsoft Dynamics CRM Online 2011 version and later for on.
Q: Can I get a free trial version of DBSync?
A: DBSync is available for 15-day free trial after completing the registration process.
Q: Does this connector support bi-directional Sync?
A: Yes, This connector supports bi-directional sync and you can also have the control to configure unidirectional sync as per to your business needs. Furthermore, if you so choose, you can also make it uni-directional.
Q: Is this connector available with on, On-demand and onOn-premise, versions of DBSync?
A: yes, Yes. This connector has the support for supports both the versions of DBSync.
Q: Can I create custom mappings in DBSync?
A: Yes. DBSync is a completely flexible solution and it fully supports custom mappings.
Q: What all operations can be performed using this connector?
A: Any of standard create, retrieve, update, delete(CRUD) operations can be performed on all of CRM entities and additionally . Additionally, you can also use also native Fetch XML for writing queries.