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 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 (Source) Trigger specifies when a particular Transaction will start executing. While configuring the Source of 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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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. |