Creating a Dynamics 365 Sales Bulk Data Source

  1. On the left side options column expand Data Sources and click on Realtime Triggers.

  2. On the Realtime Triggers page click Create Realtime Trigger button.

  3. On the New Realtime Trigger page click the Dynamics 365 Sales Real-Time Data Source button.

  4. The Dynamics 365 Sales Real-Time Data Source page opens.

  5. Enter a Description for the data source.
  6. Connection – select the connection to be used from the dropdown list.
  7. Click the Validate button – this will verify the Connection is successful and enable the Organization and Entity fields.
  8. Organization – after the connection is selected, the Organization field becomes active. Select the organization to be used from the dropdown list.
  9. Entity – from the dropdown list select the CRM entity to be updated.
  10. Trigger On Column Change – select the column(s) that will cause the trigger to run when changed.
  11. Log Action – use this option to what, if anything, should be logged when the trigger runs. The options are:
    1. Always Save
    2. Save Failures
    3. Save Successes
    4. None
  12. Return Option Set Labels – Option sets within CRM have a value (held in the database) and a label (shown to the end user). Default queries to CRM return the value for option sets rather than the label. The return option sets as label checkbox on CRM data sources will return the label linked to the option set instead of the value.
  13. Click Save – this will save the data source and enable the Edit Query button if the user needs to edit the query.
  14. Edit Query – opens the Query Builder to edit the query.
  15. After the query has been created click on Save Query to return to the Dynamics 365 Sales Real-Time Data Source window.
  16. IMPORTANT: In Order to save the data change source at this point, the user must click on Validate and have the validation return a successful message. Once the successful message is returned, the Edit Query, Save, and Preview buttons will become active.
  17. Click Save to save the change data source.
  18. Register button – this button will become active after an Integration Process (mapping) is created that uses the data source. After the Integration Process is created, the user will need to go back to the data source in order to do the registration.

Setting up a Dynamics 365 Sales Connection

  1. On the left side options column click Connections.
  2. On the Connections page click on Create Connection button.

  3. On the New Connection page, click on the Dynamics 365 Sales icon.

  4. The page to configure the Dynamics 365 Sales connection opens.

  1. Description – Enter a description of the connection.
  2. Server Address – Enter the Dynamics 365 server address. This may be a web domain or an IP address. Exclude the prefixes ‘https://’ or ‘https://’ and mark the Use SSL checkbox option instead.
  3. Username and Password – enter the credentials used to log in to the Dynamics 365 site
  4. Domain – This field is no longer required for Dynamics 365.
  5. After the above fields are populated, click Validate. This will validate the connection to Dynamics 365 and also populate the Organization field with the orgs that are available for this connection.
  6. Select the Organization to be used.
  7. Use SSL – mark this checkbox if SSL encryption will be used for this connection.
  8. Allow Meta Updates – mark this checkbox if users are allowed to update meta data information within CRM.
  9. Allow SmartConnect to manage Change Tables – mark this checkbox if SmartConnect is to manage the creation of CRM change tables and change transactions.
  10. Allow Advanced Messages – mark this checkbox if users are allowed to use the advanced messaging for CRM within SmartConnect.
  11. Save the connection.

Creating a Folder Data Source

  1. From the left side options column navigate to Date Sources > Bulk Sources > Folder.

  2. On the File Data Sources window click on the Create Bulk Folder button.

  • Select Files at Runtime File Selection option

  1. Enter a Description.
  2. File Selection drop down list – choose Select Files at Runtime.
  3. File Type drop down list – select Microsoft Excel (Note: this is currently the only option available).
  4. Template File – click on Select files button to select the template file that will be uploaded. (Note: the uploaded file will be used as a template to define the columns and no data from it will be processed).
  5. Excel Sheet – select the sheet from the workbook that will be uploaded.
  6. Click Validate to verify the connection to the spreadsheet. (Note: validation must be successful for the Save and Preview buttons to become active).
  7. Click Preview to display a pop-up window with a sample of the data from the spreadsheet.
  8. Save the Data Source.
  • Load from FTP connection File Selection option

  • If FTP is to be used, the Template File Details tab must be completed first.
  • FTP Connection – the drop down list will contain FTP Connection(s) created under the Connections option.
  • Source Directory – location where the files used for integration are stored.
  • Success Directory – files that are processed successfully are moved to this location.
  • Fail Directory – files that fail during processing are moved to this location.
  • Empty File Action – drop down list which indicates the action should be taken on empty files.
    • Leave File – leave empty files in the Source Directory.
    • Move File to Failure – move empty files to the Fail Directory.
    • Move File to Success – move empty files to the Success Directory.
  • Overwrite Files checkbox – mark this checkbox if the files in the Fail and Success Directories should be overwritten.
  • Append Date Time – mark this checkbox to add the Date and Time to the files moved to the Fail and Success Directories.
  • Click Validate to verify the connection to the spreadsheet. (Note: validation must be successful for the Save and Preview buttons to become active).
  • Click Preview to display a pop-up window with a sample of the data from the spreadsheet.
  • Save the Data Source.