Dynamics 365
Last updated
Last updated
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