Microsoft Dynamics CRM Online

Learn how to use Microsoft Dynamics CRM Online Connector in DBSync Cloud Workflow

Overview

The Microsoft Dynamics CRM Online Connector enables secure integration between Dynamics CRM Online and other systems using DBSync Cloud Workflow.

With this connector, you can move data into and out of your Dynamics CRM Online instance, enabling you to automate data synchronization and reduce manual data entry. Common uses include populating data warehouses, synchronizing customer master databases, streamlining transaction details, and managing online payments.

Key Benefits

For Business Users:

• Centralized CRM Data: Keep customer, sales, and service records consistent across platforms.

• Reduced Manual Effort: Eliminate double data entry and accelerate business processes.

• Improved Analytics: Enable accurate reporting and downstream analytics by feeding CRM data into data warehouses or BI tools.

For Technical Teams:

• Create, Read, and Update Data Operations: Supports create, retrieve, and update operations on CRM entities.

• Flexible Querying: Allows use of native Fetch XML for advanced queries.

• Event-Ready Sync: Supports bi-directional and unidirectional workflows for flexible integration patterns.

Prerequisites

Before configuring the connector, ensure the following:

1. DBSync Access

   • A valid license for this connector and access to the DBSync Cloud Workflow platform.

2. Active user license for all apps requiring integration

   • An active user license for all apps requiring integration, such as Sales, Customer and Service.

3. Admin rights for D365

   • Admin rights for your D365 Instance or a Global Admin with a D365 license.

Connector Configuration

A connector instance represents a single Dynamics CRM Online account. To connect to multiple environments (for example, sandbox and production), create separate connector instances.

Quick Setup Guide

1

Login to DBSync Cloud Workflow

• Use your DBSync credentials to access the platform.

2

Add the Dynamics CRM Online Connector

• Navigate to the connectors list in the Apps pane and select Microsoft Dynamics CRM Online.

3

Enter CRM Credentials and Endpoint

• Enter the username and CRM Online Endpoint URL.

4

Configure Metadata Settings

• (Optional) Set Meta Data Expand Depth based on your requirement. By default, it is configured at Expand 2 Level. Meta Data Expand Depth controls the depth of related metadata retrieved during object discovery (for example, 1 or 2+).

Meta Data Expand Depth: This option allows you to control how deeply related metadata is retrieved during object discovery. Expand 1 Level: Retrieves only the immediate metadata of selected entities and their direct relationships. Expand 2 Level (default) or more: Includes nested relationships, which may be useful for more complex integrations but could impact performance. Note: Choose a level based on your integration needs. A higher level may provide more context but may take longer to load metadata.

5

Click Connect to Dynamics 365 CRM

Enter your login credentials (Username and password) to provide DBSync Dynamics 365 CRM connector access to authenticate and retrieve metadata.

6

Test Connection

Click Test Connector to validate that the connector can authenticate and retrieve metadata.

Uses

Once configured, this connector enables you to:

• Export and Import CRM Data

  • Transfer records to/from databases, applications, or storage systems.

• Replicate Cloud Data

  • Build reporting, BI, or master data systems by replicating CRM data.

• Integrate with ERP and SaaS Systems

  • Reduce manual entry by connecting CRM data with systems like QuickBooks, Intacct, and others.

Configure Webhook Subscriptions for Your Automated Task

1

Open the Automated Task page

Click the Automated Task for which you want to set up webhook triggers.

2

Go to the Webhooks Tab

Click the Webhooks tab located at the top of the Flow Builder page (next to API, Forms, and others).

3

Select the Connector

From the Triggering App dropdown, select CRM Dynamics.

4

Choose the Objects

Check the boxes for the objects (for example, Customer, Invoice) that you want to monitor.

5

Select Operations

For each selected object, choose the operations to trigger the webhook (for example, Create, Update, Delete).

6

Click Subscribe

Once your selections are made, click Subscribe to activate webhook tracking.

7

Test Your Workflow

Perform a test in your source system to confirm that the webhook triggers as expected in DBSync.

Once done, DBSync will automatically push events directly from Dynamics CRM to the target system.

Frequently Asked Questions (FAQ)

What versions are supported?

This connector supports Dynamics CRM Online 2011 and later versions.

Can I sync data both ways?

Yes, the connector supports both bi-directional and unidirectional data synchronization.

Can I perform custom mappings?

Yes, DBSync fully supports custom field mappings between CRM entities and target systems.

Does the connector support Fetch XML?

Yes, you can use native Fetch XML for advanced querying of CRM data.

What operations can be performed using this connector?

Perform create, retrieve, and update operations on all CRM entities, and use native Fetch XML for queries.

Can I schedule syncs?

Yes, DBSync allows scheduled workflows to automate recurring data syncs.

How do I handle errors?

DBSync provides execution logs, detailed error messages, and optional email notifications to help troubleshoot sync issues.

Summary

The Microsoft Dynamics CRM Online Connector in DBSync Cloud Workflow provides a reliable, flexible way to integrate CRM data with other systems. With support for create, read, and update operations, structured metadata discovery, webhook-enabled near real-time sync, and deep customization, it enables business and technical teams to automate CRM data flows with confidence.