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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While configuring the Source or Destination of a Template or Transaction, you find an Account option to need to create an account to configure your application with Adeptia Connect. Using Account configurationWhile creating an account, you need to specify the location from where Adeptia Connect will access the data is to be accessed. In this process, provide the details of the application account to grant permission to access data..
Click to add an account.
Specify the following information for Dynamics CRM:
Field Name | Description |
|---|---|
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 Transaction will start executing. While configuring the Source application, you find a Trigger drop-down listof a Template, you need to choose an event.
Following triggers are available for Dynamics CRM at Source.
Trigger Name | Description |
|---|---|
| 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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An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) application, you find an Action drop-down listof a Template, you need to choose an action.
Following actions are available for Dynamics CRM at Destination.
Action Name | Description |
|---|---|
Add Records | Adds the new records in the account. |
Update Existing Records | Updates existing records in the account. |
| Add Records or Update Existing Records | Adds the new records or updates existing records in the account. |