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: - 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 | | |
| | | Contact | | |
| | | 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 | | |
| | |
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. |