DBSync Cloud Replication & CDM Version 7.x

2022

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To Sync

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Dynamics 365 CRM Objects to Database

Follow the below mentioned steps to sync the objects to your database from DYNAMICS Dynamics 365 CRM instance:

  • Click the objects icon from the top Navigation toolbar

  • Ensure you are connected to your MS Dynamics 365 CRM instance instance

  • Ensure you have configured the database

  • Once a user has connected to DYNAMICS Dynamics 365 CRM then  then objects will get synced and it will show on the objects tab.

  • Select any "source apps objects" you want to sync into the database from the objects section as shown below.

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  • By selecting the ORGANIZATION you can select all the objects to sync into the database

  • Click the RUN button to run the configuration for the MS CRM object.

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  • Choose any of the 2 functions to perform:


Run Process

Actions Performed 

Clean Copy

Inserts a clean copy of

DYNAMICS

Dynamics 365 CRM object records into respective database tables & columns.

Source to DB

Performs incremental sync from

DYNAMICS

Dynamics 365

CRM 

CRM  to the database based on the changes/edits made in