SmartConnect 2018

Microsoft Dynamics CRM 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.Select create or select the Maps Quick Link and double click on the map to be edited.
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.If option set values in the query should be returned as description strings instead of an integer value check the Return Option Set Labels checkbox.
8.Select the Modify button to open Query Builder and specify a query.
9.Select Preview to view the columns and data that will be returned by this data source.
10.Select Validate to ensure that the data source settings are valid.

CRM Query Data Source