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22 docs tagged with "dynamics 365"

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Audit History

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

Authorisation Code

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

Case Records

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

Client Credentials

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

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.

Default

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

Dynamics

Dynamics connection documentation introduction.

Dynamics

How to connect to Dynamics via OAuth in Ouvvi and save the connection to the Connection Library.

Fetch XML

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

Legacy

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

Lookups

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

Migrate On-Prem

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

N:N

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

N:N

How to define Dynamics 365 many to many (n:n) relationships

OData

The OData connection documentation introduction.

Set Inactive

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

Sync Optimisations

A few Sync Optimisations you can do in Data Sync to improve your Dynamics integration speeds