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Follow the Steps below for initial setup guidelines.

Steps to Start DBSync Replication process:

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

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• Select the option ‘Dynamics365crm’ as shown in the image above

• Enter a desired profile name and click Save.

• A new profile will now be created.

• Click on the profile name. 

• You will be redirected to set up your Microsoft instance. 

Dynamics 365 CRM Setup

1. Enter the endpoint URL of your desired profile
2. Click on Connect to Dynamics 365 CRM for instant web authentication. and the following steps would be witnessed:

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• Click Next

• You will be redirected to configure your Database.

Configure Database

• Click the Database tab from the top navigation toolbar.
• Select the type of database to which you wish to replicate the 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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• Click Next

• You will be redirected to configure  Dynamics 365 CRM objects

Advance Settings:

This Tab primarily focuses on 3 advanced settings:

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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 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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