Knowledge Base
Defining an Integration Target
Browse Common Categories
- Using a Restriction
- Adding a Run Map Task
- Adding an Email Task
- Defining Remaining Options
- Using a Custom Rolling Column
- Using a Translation
- Using a Date Calculation
- Using a Calculation
- Performing the Field Mapping
- Determining Source Grouping
- Defining an Integration Target
- Defining an Integration Source
- Populating the Integration Details
- Using a MultiList Option Lookup
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Using a Relationship
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using an Odata Field Lookup
- Creating a Dynamics 365 Business Central Change Data Source
- Creating a Dynamics 365 Business Central Real-time Data Source
- Setting up a Dynamics 365 Business Central Connection
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Using a Page Field Lookup
- Using a Page Key Field Lookup
- Setting up an Integration to Dynamics 365 Business Central
- Creating a Dynamics 365 Business Central Bulk Data Source
- Using an Activity Party
- Using an Entity Lookup
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales Connection
- Using an Entity Reference
- Using a MultiList Option Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
Defining an Integration Target
- Click on the Target tab.
- Target – Select the data target.
- Settings – This section will populate based on the Target that is chosen.
Dynamics 365 Business Central
- Details on entering the Target Settings can be found in the document “Setting up an Integration to Dynamics 365 Business Central”
Dynamics 365 Sales
- Details on entering the Target Settings can be found in the document “Setting up an Integration to Dynamics 365 Sales”
Microsoft Dynamics CRM
- Details on entering the Target Settings can be found in the document “Setting up an Integration to Dynamics CRM”
Microsoft Dynamics NAV
- Details on entering the Target Settings can be found in the document “Setting up an Integration to Dynamics NAV”
Microsoft SQL Server
- Details on entering the Target Settings can be found in the document “Setting up an Integration to Dynamics NAV”
Salesforce
- Details on entering the Target Settings can be found in the document “Setting up an Integration to Dynamics NAV”
- Enter the necessary information in the respective Settings fields.
- Once all the fields are populated, the Integration tab will become active.
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