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Creating a Dynamics 365 CE/Sales Change Data Source

Creating a Dynamics 365 CE/Sales Change Data Source

Create Source

  1. On the left side options column expand Data Sources – Change Triggers – Trigger.
  1. On the Change Triggers page click the Create Change Trigger button.
  1. On the New Change Trigger page click the Dynamics 365 Customer Engagement Change Data Source button.
  1. Description – enter a friendly description for the data source.
  2. Connection – select the connection to be used from the dropdown list.
  3. Click the Validate button – this will verify the Connection is successful and enable the Organization and Entity fields.
  4. Organization – from the dropdown list, select the D365 entity to be tracked.
  5. Entity – from the dropdown list select the CRM entity to be updated.
  6. Trigger On Column Change – select the column(s) that will cause the trigger to run when changed.
  7. Return Option Set Labels – Option sets within D365 have a value (held in the database) and a label (shown to the end user). Default queries to D365 return the value for option sets rather than the label. The return option sets as label checkbox on D365 data sources will return the label linked to the option set instead of the value.
  8. Click Save – this will save the data source and enable the Edit Query button.
  1. Edit Query – opens the Query Builder to edit the query.

Do not remove the filters for Processed = 0 and Map Id = ‘MAPID‘. The data source will fail without these filters.

  1. After the query has been created click on Save Query to return to the Dynamics 365 Customer Engagement Change Data Source window.
  2. Click Validate again.
  3. Click Save to save the change data source.

Register Source

Changes will not be tracked until an integration has been linked to the source and tracking enabled on the integration process.

  1. Create a new Integration Process.
  2. Select the Integration the Source tab.
  3. Source Type – select Changes Only.
  4. Source – select Dynamics 365 Customer Engagement Change Data Source.
  5. Data Source – select your recently created data source.
  6. Entity – read-only view of entity being tracked.
  7. Columns – read-only view of columns being tracked.
  8. Track Changes – when selected, triggers will be registered for the integration on Create, Update, or both.
  9. Group By – Will default to the key in the change table, no additional keys need to be added.

Do not remove the default grouping column. SmartConnect will fail to writeback the status of the integration to D365.

  1. Finish mapping the target of the integration.
  2. Click Save – Saving will create or remove triggers based on the Track Changes check boxes.
Content
Create Source Register Source

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