2022
To set up your instance follow the steps below:
- Log in to DBSync Cloud Replication instance
- Select the desired profile
- Connect to Dynamics 365 CRM profile
- Enter the endpoint URL of your desired profile
- Click the blue icon Connect to Dynamics 365 CRM
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 Next
You will be redirected to configure your Database.
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