2022
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- Enter the endpoint URL of your desired profile
- Click on Connect to Dynamics 365 CRM for instant web authentication. and the following steps would be witnessed:
- A pop-up asking for your DYNAMICS Dynamics 365 CRM credentials will appear on the screen
Provide the login credential and click Log In
The User Name and Password fields are automatically populated
Click Save
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- Click the Database tab from the top navigation toolbar.
- Select the type of database to which you wish to replicate the DYNAMICS Dynamics 365 CRM instance linked in the previous step.
- To start with, the database credentials of the user are required such as Host, Port, Username, Password, Database Name, and Schema.
- Based on all the details entered by the user, the URL field gets auto-filled.
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Include a prefix if required and enter the prefix details in the table below which will get populated into the database.
Sync
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Dynamics 365 CRM objects to database
Ensure you are connected to your Dynamic365 CRM instance
Ensure you have configured the database
Once a user has connected to DYNAMICS 365 CRM then objects will get synced and it will show on the objects tab.
Select any "DYNAMICS 365 CRM objects" to sync into the database objects table section as shown below.
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Choose any of the 2 functions to perform:
Run Process | Actions Performed |
Clean Copy | Inserts a clean copy of DYNAMICS 365 CRM object records into respective database tables & columns. |
Source to DB | Performs incremental sync from DYNAMICS 365 CRM to the database based on the changes/edits made in the DYNAMICS 365 CRM |
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