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.
Customer relationship management (CRM) can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service fields. CRM solutions can deliver ROI through marketing automation, customer service, and sales force automation.
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Field (Account) Information
While configuring the Source or Destination of a Transaction, you find an Account option to configure your application with Adeptia Connect. Using Account configuration, you need to specify the location from where the data is to be accessed. In this process, provide the details of the application account to grant permission to access data.
Specify the following information for Dynamics CRM:
Field | 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 start executing. While configuring the Source application, you find a Trigger drop-down list.
Following triggers are available for Dynamics CRM at Source.
Trigger Name | Description |
|---|---|
| On Records | Triggers when new records are added. |
| On Records Added or Updated | Triggers when new records are added or existing records are updated. |
| All Records | Extracts all records starting from the beginning. |
Actions
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 list.
Following actions are available for Dynamics CRM at Destination.
Action Name | Description |
|---|---|
Add Records | Only adds records. |
Update Existing Records | Only updates existing records. |
| Add Records or Update Existing Records | Adds records or updates existing records as appropriate. |