Configure Objects

To Sync Dynamics 365 CRM Objects to Database

Follow the below mentioned steps to sync the objects to your database from Dynamics 365 CRM instance:

• Click the objects icon from the top Navigation toolbar

• Ensure you are connected to your Dynamics 365 CRM instance

• Ensure you have configured the database

• Once a user has connected to Dynamics 365 CRM then objects will get synced and it will show on the objects tab.

• Select any "source apps objects" you want to sync into the database from the objects section as shown below.

• By selecting the ORGANIZATION you can select all the objects to sync into the database

• Click the RUN button to run the configuration for the MS CRM object.

• Choose any of the 2 functions to perform:

Run Process	Actions Performed
Clean Copy	Inserts a clean copy of Dynamics 365 CRM object records into respective database tables & columns.
Source to DB	Performs incremental sync from Dynamics 365 CRM to the database based on the changes/edits made in