DBSync Cloud Replication & CDM Version 7.x

2022

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Get started by creating a profile and replicate of your Dynamics 365 instance to different databasesyour MySQL or  SQL Server database. 

Follow the Steps below for initial setup guidelines.

Steps to Start DBSync Replication process:

  • Log in to your DBSync MS Dynamics 365 CRM Replication instance using your credentials.

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  • A pop-up asking for your Dynamics 365 CRM credentials will appear on the screen

  • Provide the login credential and click Log In

  • The User Name and Password Organization ID fields are automatically populated 

  • Click 'test connection' to verify you are connected to the application

  • Click Save 

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  • Click Next

  • You will be redirected to configure your Database.

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  • Click Next

  • You will be redirected to configure DYNAMICS  Dynamics 365 CRM objectsCRM objects

Advance Settings:

This Tab primarily focuses on 3 advanced settings:

  1. File Download

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  • Click the checkbox next to download as local files to download into your local system

  • The URL for download file directory is provided 

  • Click the checkbox next to Keep Multiple Version of Files this will assist in keeping multiple version of the files when downloading (Will rename older version before downloading new ones) 

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  • Ensure you are connected to your Dynamic365 CRM instance

  • Ensure you have configured the database

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

  • Select any "DYNAMICS  Dynamics 365 CRM objectsCRM objects" to sync into the database objects table section as shown below.

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  • Select the object fields you want to sync into the database from the "Available Fields" section and use the "exclude fields" section to filter out fields you don't want to sync into the database.

  • Click the RUN button and select the Clean Copy command to get an exact copy of your  DYNAMICS  Dynamics 365 CRM-selected objects.

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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 to the database based on the changes/edits made in the DYNAMICS  Dynamics 365 CRM