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Defining an Integration Target

  • Click on the Target tab.

  • Target – select the data target.
  • Settings – this section will populate based on the Target that is chosen.
    • Dynamics 365 Business Central
      • Details on entering the Target Settings can be found in the document “Setting up an Integration to Dynamics 365 Business Central”
    • Dynamics 365 Sales
      • Details on entering the Target Settings can be found in the document “Setting up an Integration to Dynamics 365 Sales”
    • Microsoft Dynamics CRM
      • Details on entering the Target Settings can be found in the document “Setting up an Integration to Dynamics CRM”
    • Microsoft Dynamics NAV
      • Details on entering the Target Settings can be found in the document “Setting up an Integration to Dynamics NAV”
    • Microsoft SQL Server
      • Details on entering the Target Settings can be found in the document “Setting up an Integration to SQL Server”
    • Salesforce
      • Details on entering the Target Settings can be found in the document “Setting up an Integration to Salesforce”
  • Enter the necessary information in the respective Settings fields.
  • Once all the fields are populated the Integration tab will become active.

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