Microsoft Dynamics Connector
  • 01 Nov 2023
  • 1 Minute to read
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Microsoft Dynamics Connector

  • PDF

Article summary

Installation

  1. Download the connector .dll file to your computer - Download Connectors? Click here
  2. Run 12d Synergy Administrator
  3. Connect to your server
  4. In the left pane, click Connectors
  5. In the Connectors pan, click Load New Connectors (found at the bottom of the screen
  6. Click the Upload Assembly button
  7. Browse to and upload the previously downloaded connector .dll file
  8. In the confirmation popup, click OK
  9. Click the Close button

Microsoft Dynamics Configuration

The Microsoft Dynamics connector has the following configuration options:

  • Server URL: You can find your Server URL by logging into Dynamics and navigating to settings, then Apps For Dynamics CRM
  • Username: Your full Microsoft Dynamics username
  • Password: Your Microsoft Dynamics password

Before running a connector for the first time you must:

  • Create a backup of your 12d Synergy database
  • Test your mappings via the 'Run Test' button

Read your version's 12d Synergy Administration manual for detailed instructions on how to setup connectors here.

Microsoft Dynamics Video



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