-png.png?width=1558&height=792&name=Screenshot%20(1225)-png.png)
Overview
DataBlend currently collects several Dynamic 365 CRM data types. Some of the most common connections are:
-
Account
-
Bulk Operation
-
Contact
-
Discount
-
Discount Type
-
Invoice
-
Invoice Detail
Configuration
|
Field |
Required/ Optional |
Comments |
|---|---|---|
|
Type |
Required |
Dynamic 365 CRM |
|
Name |
Required |
Descriptive free-text name for the collector |
|
Data Source |
Required |
Choose a pre-configured data source from the drop down or click Create New to create a new data source. |
|
Schema Name |
Required |
Enter a name for the schema where the collected data will be stored. This can be a pre-configured schema or a new schema which will be created the first time the collector is run. |
|
Credential |
Required |
Choose a pre-configured Dynamic 365 CRM credential from the drop-down. |
|
Dynamic 365 CRM Collector Type |
Required |
Search is pre-populated for collection types. |
|
Type |
Required |
Utilize the pre-populated Collector Type drop-down menu. |
|
Filter |
Optional |
Filters enable users to fine tune their results and only collect what is needed. |