Microsoft Dynamics CRM is a customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination.
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Field | Description |
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Account Name | A short, descriptive name that helps you re-use this account in future. |
User ID | User ID to log into your Dynamics CRM account. |
Password | Password to log into your Dynamics CRM account. |
URL | The URL of your organization. This is needed because Microsoft Dynamics CRM is a multi-tenant environment. A single Microsoft Dynamics CRM server can host multiple business organizations. By specifying the URL, the application can determine the endpoint address URL to access your organization’s business data. |
Triggers
A Trigger specifies when a particular Transaction will start executing. While configuring the Source application, you find a Trigger drop-down list.
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Trigger Name | Description |
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On Records | Triggers when the new records are added. |
On Records Added or Updated | Triggers when the new records are added or existing records are updated. |
All Records | Extracts all records starting from the beginning. |
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Action Name | Description |
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Add Records | Only adds recordsAdds the new records in the account. |
Update Existing Records | Only updates Updates existing records in the account. |
Add Records or Update Existing Records | Adds the new records or updates existing records as appropriatein the account. |