Dynamic 365 CRM Data Targets

Overview

DataBlend Supports several data targets for creating and modifying records in Dynamic 365 CRM. Some of the most popular are:

Account
Bulk Operation
Contact
Discount
Discount Type
Invoice
Invoice Detail
Leads

Configuration

Setting	Required/ Optional	Description
Query	Required	Select the query that will generate the data for this target. See the relevant target type documentation for additional details on what query columns are required for your target.
Query Mode	Required	Choose New unless you have a reason for choosing Latest or Specific.
Credential	Required	Select a Dynamic 365 CRM Credential from the list.
Dynamic 365 CRM Datasink Type	Required	Search is prepopulated as the Datasink Type.
Type	Required	Select from the pre-populated drop-down menu.

To learn more about the Data Target types available please visit About Entity Reference (Developer Guide for Dynamics 365 Sales)

Advanced

History Retention

History Retention (Days) allows users to decide how long they want the information from their data targets to be stored. This field is optional.

Timeout (seconds)

The Timeout section allows users to determine if they would like to timeout collections taking longer than a set number of seconds to collect data.

Skip If No Records Found

The “Skip if No Records Found” button is used to eliminate sending information to Data Targets unnecessarily. Simply enable the “Skip if No Records Found” toggle. The use of this toggle is optional.

Agent

The Agent drop-down for users to select any agent they have established. This is optional.

Run As

Run As allows users to select from a drop-down list of users to run the Workflow. This is optional. Please note that Run As is only available to Admin users. If a user is set as the Run As and then demoted to a Member, the user which demoted the Run As user will instead be set as the Run As.