Start with the database setup tab, to fill in all the necessary details and follow the same procedure for testing and validating your database credentials.
Follow these steps to configure and setup your MySQL or SQL Server database
Click the Database icon from the top-navigation toolbar
To start with database credentials the user has to enter all the configuration details like host, port, username, password, database name, and schema.
Once, all the details are entered by the user then URL details will get auto-filled.
Click Save
A pop-up confirming the Connection is Saved will appear on the screen
Click Test Connection
A pop-up confirming the connection is established will appear on the screen.
Click Next
You will be redirected to configure Dynamics 365 CRM objects
This Tab primarily focuses on 3 advanced settings:
File Download
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)
2. Prefix settings:
Include a prefix if required and enter the prefix details in the table below which will get populated into the database.
