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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 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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• 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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• 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 365 CRM-selected objects.

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