14 docs tagged with "Dynamics CRM"

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

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

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

How to import documents as attachments in Dynamics using 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 define Dynamics 365 many to many (n:n) relationships

How to connect to Dynamics 365 Optionsets

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

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