17 docs tagged with "crm"

How to use Data Sync to download the full Dynamics 365 Audit History including the change details.

How to connect to Dynamics 365 via OAuth using a custom Azure AD application in Data Sync and the authorization_code flow.

How to use Data Sync to roll up contacts linked to a campaign in Dynamics 365 marketing lists

How to connect to Dynamics 365 via OAuth using a custom Azure AD application in Data Sync and the client_credentials flow.

How to use Data Sync to roll up contacts linked to a campaign in Dynamics 365 marketing lists

How to copy the address details for a contact from the account entity

How to create Dynamics Activity records using Data Sync

How to create a custom entity in Dynamics 365 and add data from a SQL database.

How to connect to Dynamics 365 using the default connection Data Sync.

Dynamics connection documentation introduction.

How to connect and use the Dynamics FetchXML connector in Data Sync.

How to connect to Dynamics 365 using legacy authentication in Data Sync.

How to use lookups to get data from other entities in Dynamics

How to migrate from Dynamics On-Premise to Dynamics Online using Data Sync

How to connect and use the Dynamics N:N connector to use Dynamics Relationships in Data Sync.

How to connect to Dynamics On Premise in Data Sync.

How to use Data Sync to set records in Dynamics Entities to inactive rather than deleting them