---
title: "Microsoft Dynamics CRM Connector"
slug: "microsoftdynamicscrmconnector"
updated: 2024-08-09T05:36:52Z
published: 2024-08-09T05:36:52Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft Dynamics CRM Connector

Admin Content

### 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.**

[Back to Connectors](https://help.12dsynergy.com/docs/v5connectors)