Microsoft Dynamics CRM Connector
- 09 Aug 2024
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Microsoft Dynamics CRM Connector
- Updated on 09 Aug 2024
- 1 Minute to read
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1. Microsoft Dynamics CRM Connector Configuration in 12d Synergy
Setting | Value/Value Source | Additional Information |
|---|---|---|
Server | Enter the server URL. It is displayed in the settings page for your Dynamics in Apps For Dynamics CRM. | Custom field |
User Name | Enter your full Microsoft Dynamics username. | Custom field |
Password | Enter the full Microsoft Dynamics password. | Custom field |
Job Name | Enter the name of a 12d Synergy job that can store the imported data. | Custom field |
1.1. Job Mappings in 12d Synergy
Source Field | Type | Target Attribute | *Recommended Attribute Name | *Recommended Attribute Display Name |
|---|---|---|---|---|
Project Dynamics ID | Text | DynamicsID | DynamicsID | Dynamics ID |
*Attributes defined in these tables are a recommendation only. Please consider your existing 12d Synergy environment and any currently utilised attributes prior to creation.
1.2. Contact Mappings in 12d Synergy
Source Field | Type | Target Attribute | *Recommended Attribute Name | *Recommended Attribute Display Name |
|---|---|---|---|---|
Contacts Dynamics ID | Text | DynamicsID | ||
Contact Phone | Text | Phone | Phone | Phone |
Contact Mobile | Text | Mobil | Mobile | Mobile |
Contact Address | Text | Address | Address | Address |
Contact Date of Birth | Date | DateofBirth | DateofBirth | Date of Birth |
Contact Job Title | Text | JobTitle | JobTitle | Job Title |
*Attributes defined in these tables are a recommendation only. Please consider your existing 12d Synergy environment and any currently utilised attributes prior to creation.
1.3. Company Mappings in 12d Synergy
Source Field | Type | Target Attribute | *Recommended Attribute Name | *Recommended Attribute Display Name |
|---|---|---|---|---|
Company Dynamics ID | Text | DynamicsID | ||
Company Phone | Text | Phone | ||
Company Address | Text | Address |
*Attributes defined in these tables are a recommendation only. Please consider your existing 12d Synergy environment and any currently utilised attributes prior to creation.
1.4. Task Mappings in 12d Synergy
Source Field | Type | Target Attribute | *Recommended Attribute Name | *Recommended Attribute Display Name |
|---|---|---|---|---|
Task Dynamics ID | Text | DynamicsID | ||
Task Category | Text | Category | Category | Category |
*Attributes defined in these tables are a recommendation only. Please consider your existing 12d Synergy environment and any currently utilised attributes prior to creation.
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