Dynamics 365

Dynamics 365 CRM Replication Setup

To set up your instance follow the steps below:

• Log in to DBSync Cloud Replication instance

• Select the desired profile

• Connect to Dynamics 365 CRM profile

• Enter the endpoint URL of your desired profile

• Click the blue icon Connect to Dynamics 365 CRM

• A pop-up asking for your Dynamics 365 CRM credentials will appear on the screen

• Provide the login credential and click Log In

• The User Name and Organization ID fields are automatically populated

• Click 'Test Connection' to verify you are connected to the application

• Click Next

• You will be redirected to configure your Database.

This completes the Source Setup. Proceed to Target Setup