DBSync Microsoft Dynamics CRM On-Premise connector allows you to move data in, and out, of Microsoft Dynamics CRM On-premise. You can use this connector to move data in, and out, of Microsoft Dynamics CRM and other applications to (1) populate data warehouses; (2) synchronize customer master databases; and (3), 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 On-Premise instance. 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, a user must:
MSCRM on-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, s/he must create a separate connection for each MSCRM instance.
The table below represents parameters required for opening the connection to MSCRM on-premise version.
|Username||Specifies the username associated with CRM login credentials.||Yes|
|Password||Specifies the password for the username associated with the login credentials.||Yes|
|MSCRM Soap URL|
Specifies the URL to the Microsoft Dynamics CRM server. The URL can be HTTP or HTTPS. The port is optional if it is HTTP over port 80; or, HTTPS over port 443. The server URL is typically in the format of http:// crm-server: port/organization-name. Please note that the organization name is required.
Specifies the authentication type of connecting to Dynamics 365 instance. Valid values are AD, IFD and LiveID.
|Proxy post URL||If you use a proxy server then, enter the <<proxy IP or host>>.||Yes|
|Proxy username||If you use a proxy server then, enter the <<proxy username>>.||Optional|
|proxy password||If you use a proxy server then, enter the <<proxy password>>.||Optional|
|Domain||Specify the domain hostname to verify the login credentials.||Optional|
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 are supported by our standard connector list. It can use MSCRM on-premise connector to retrieve data from, or send data to, MSCRM on-premise version.
Click on the following link Connectors List to learn about all the connectors we support.
Uses Of MSCRM Online Connector
Only the following Microsoft Dynamics CRM versions are supported:
The following are the list of permission required for a user to connect with DBSync Application:
Active user license for all the apps that would need integration such as Sales, Customer Service etc.
The user has to be an Admin of their D365 Instance or a Global Admin with D365 license
The user should have full read/write permissions to access the entities that will be connected to DBSync for integration
Frequently Asked Questions
Q: What versions of Microsoft Dynamics CRM does this connector support?
A: This connector supports Microsoft Dynamics CRM 2011(on-premise) version and later.
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. Furthermore, if you so choose, you can also make it uni-directional.
Q: Is this profile available with, On-demand and On-premise, versions of DBSync?
A: Yes. This connector supports both versions.
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 you can use also native Fetch XML for writing queries.