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The Microsoft Dynamics 365 Customer Engagement Connector is available to use from version 3.26.3, which was released on 11nth Oct 2019


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titleFAQ

Q: Which version of Dynamics should I own in order for me to work with your connector?
A: The version of MS Dynamics CRM currently supported is the Dynamics CRM 2016 v8.2


Q: Which options can I Synchronize from my BSS to my Salesforce?
A: At the moment you can synchronize the following

opttions

options:

  • Accounts
  • Contacts
  • Products
  • Invoices
  • Invoice Items
  • Orders
  • Order Items
  • Cases


Q: Does this mean I will have the capability to either push, pull and update data from my system to Dynamics 365 and vice-versa?
A: Almost all of the actions support bi-directional synchronization. You can view a more detailed support of the options you can use, and what in the following table:

Push

Pull


Create

Update

Delete

Create

Update

Account

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Contact

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Product

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Invoice

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Invoice Items

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Orders

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Order Items

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Cases

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Q: Where do I start if i want to use the Dynamics Connector?
A: First, you need to navigate to "Application Groups" and select the template "Server Application accessing a web API". You should be able to complete the process of connecting with the BSS with your Dynamics 365 by following the link here.


Q: Do I have the capability to customize the Connector's settings and mappings?
A: You can do all the changes needed to customize - and test - the default mapping options of the Dynamics connection very easily with almost none development effort-knowledge. You can get more information on how to do so here.