Query Data Source

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SmartConnect 2016

Query Data Source

A Dynamics CRM query data source allows the creation of custom queries on CRM data using the Microsoft Dynamics CRM web services.


To add an Dynamics CRM query data source to a map:

1.Open Map >> Create.
2.Enter the map id and description if creating a new map
3.Select the data source button on the window toolbar.
4.Select Bulk Data Load as the data source type.
5.Select Microsoft Dynamics CRM Query as the data source.
6.Select the organization to be used for data queries.
7.Select the Modify button to open Query Builder and specify a query.
8.Select Preview to view the columns and data that will be returned by this data source.
9.Select Validate to ensure that the data source settings are valid.
10.Select OK to save the data source.

CRM Bulk Data Source