Dynamic CRM
- Saurabh Gupta (Unlicensed)
- Avinash Kumar
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.
For more information, click here.
Field (Account) Information
While configuring the Source or Destination of a Template or Transaction, you need to create an account to configure your application with Adeptia Connect. While creating an account, you need to specify the location from where Adeptia Connect will access the 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 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. |
Actions
An Action specifies how the data will be transferred at the destination location. While configuring the Destination (Target) of 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. |