📄️ Option Sets
How to connect to Dynamics 365 Optionsets
📄️ Audit History
How to use Data Sync to download the full Dynamics 365 Audit History including the change details.
📄️ Creating Activity Records
How to create Dynamics Activity records using Data Sync
📄️ Case Records
How to use Data Sync to roll up contacts linked to a campaign in Dynamics 365 marketing lists
📄️ Copy Account Addresses to Contacts
How to copy the address details for a contact from the account entity
📄️ Connection Records
How to use Data Sync to roll up contacts linked to a campaign in Dynamics 365 marketing lists
📄️ Custom Entities
How to create a custom entity in Dynamics 365 and add data from a SQL database.
📄️ Import Documents as Attachments
How to import documents as attachments in Dynamics using Data Sync
📄️ Lookups
How to use lookups to get data from other entities in Dynamics
📄️ N:N
How to define Dynamics 365 many to many (n:n) relationships
📄️ Set Inactive
How to use Data Sync to set records in Dynamics Entities to inactive rather than deleting them
📄️ Migrate On-Prem
How to migrate from Dynamics On-Premise to Dynamics Online using Data Sync
📄️ Sync Optimisations
A few Sync Optimisations you can do in Data Sync to improve your Dynamics integration speeds
📄️ Scheduled Import and Export for Dynamics 365
When integrating with Dynamics 365 (aka. CRM, dataverse or CE) you want to be able to set your projects up once and then be able to repeat them at regular intervals. You may have other systems relying on Data from Dynamics 365 or need to update Dynamics 365 with data from another source.