The Dynamics CRM destination takes the information determined by the map and sends it to Microsoft Dynamics CRM via the Dynamics CRM web service.
To create Dynamics CRM destination:
| 1. | Open Map >> Create, or select the Maps Quick Link and double click on the map to be edited. |
| 2. | If creating a new map enter the map id and description. |
| 3. | If creating a new map enter the data source and key field information. |
| 4. | Select Microsoft Dynamics CRM as the destination. All valid CRM entities will now be shown in the available entities grid. |
| 5. | If this map is to send data to a CRM server other than the CRM server defined under CRM setup, select the organization button and define the new organization / server connection details. |
| 6. | If this map it to update more than one organization on this server, select the Organizations button to select the required organization(s). |
| 7. | Double click the CRM entity to be updated by this map. |
| 8. | In the mapping screen map the columns from the data source to the CRM web service fields. |
| 9. | Select OK to save the mappings. |
| 10. | Click Save to record your map changes. |
