Target tab
- Target – select Dynamics 365 Customer Engagement.
- Destination – select a Dynamics 365 Customer Engagement connection.
- Organizations – the organization associated with the chosen Destination will default into the field. More advanced configuration can be defined in the Organizations tab section.
- Entities To Process – If the data is to create / update / delete information for one or more entities within the destination CRM system, select the required entities from the Entities to process lookup.
- Entity Technical Names – the technical name for the Entity/Entities selected in the Entities To Process field will display here.
- Save Output to File – mark this checkbox if the data should be sent to a file that can then be downloaded.
- Include Advanced Messages – if the data is to be linked to advanced messages for an entity, ensure that the required entity is selected in the Entities to process drop down. Advanced messages should then appear in the map line grid.
- Ignore Duplicate Detection Rules – mark this checkbox if duplicate detection rules on the CRM server should be ignored when creating or updating records.
- Target Lines – displays the lines that will be available to be mapped on the Integration tab.
- Once the required fields have been populated the Integration tab becomes active.
Organizations tab
Use the Organizations tab to add custom logic to the destination target organization. Here you can send data to multiple D365 connectors and organizations as long as all entities and fields exist in each system.
Organizations – Selected
- Connections – use this dropdown to add multiple D365 connectors to a single integration.
- Connections List – list of available organizations to use in this integration.
- Selected – when selected data will always be sent to this organization.
- IncludeInScripting – when selected, the organization will be available on the Custom tab.
Organizations – Custom
- Organizations – list of connector and organization combinations that can be dragged into the script.
- Source Columns – list of source columns that can be dragged into the script.
- Global Variables – list of global variables that can be dragged into the script.
Sample Script
if (this._currency == "USD") {
return this._may2024update_eOneSandbox;
} else {
return this._may2024update_D1054NAM0909979
}
Integration tab
- Target Lines – from the dropdown list select the lines that will be mapped.
- For Delete – when this checkbox is marked, records from the destination that are in the source will be removed.
- Update Existing – when this checkbox is marked, records that already exist will be updated with any changes.
- Update Blank Data – when this checkbox is marked, data that is blank in the source will update the corresponding records in the destination to blank if the destination record has data.
- Source Grouping tab – select which source(s) to group by and the function for the source.
- Target Integration tab – this is where the Source data is mapped to the Target data.
- Additional Columns tab – data transformation steps
- Once the Target field(s) are mapped to a Source(s), the Save button becomes active allowing the user to save the Integration Process.