Knowledge Base
Scheduling an Integration Process
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- Setting up a Dynamics CRM Connection
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Bulk Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Real-Time Data Source
- Setting up an Integration to Dynamics CRM
- Using an Entity Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using a Multi Lookup
- Using a List Option Lookup
- Using a Relationship
- Using a MultiList Option Lookup
- Using Error Processing to Correct Integration Process Failures
- Scheduling an Integration Process
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Creating a Dynamics 365 Business Central Bulk Data Source
- Creating a Dynamics 365 Business Central Change Data Source
- Creating a Dynamics 365 Business Central Real-time Data Source
- Setting up an Integration to Dynamics 365 Business Central
- Using an Odata Field Lookup
- Using an Entity Lookup
- Using an Activity Party
- 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
- Creating a Dynamics CRM Bulk Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Real-Time Data Source
- Setting up an Integration to Dynamics CRM
- Using an Entity Lookup
- Using an Activity Party
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
- Using a MultiList Option Lookup
- Creating a REST Service Definition
- Adding a REST Service Connection
- Configuring OAuth2 Authentication
- Configuring Exchange Token Authentication
- Creating a Service Data Source Definition
- Adding a Bulk Service Data Source
- Configure Data Source Paging
- Creating a Service Destination Definition
- Setting up an Integration to a REST Service
- Creating a Service Lookup
- Configuring Service Entities for Data Sources
- Configuring Base Settings
- Using a Service Lookup
- Using Service Variables
- Using Error Handling
Scheduling an Integration Process
- On the Options list on the left side of the window click Process Scheduling to open the Integration Schedules window.
- Click on the Add new Schedule button.
- This will open the window where the user can create the integration schedules.
- Integration – Dropdown list with the Integration Processes available to be scheduled.
- Schedule Type – Dropdown list with the four available schedule types:
- Daily
- Weekly
- Monthly
- Once
- Schedule Enabled – Checkbox to enable or disable the selected schedule.
- Start Time – The time the schedule will run for the first time.
- Next Run – This field indicates the next date/time the schedule will run.
- Run As User – This field selects who will be the run user.
NOTE: The section in the lower left-hand corner of the window that defaults as Daily Schedule will change based on the Schedule type selected.
Daily Schedule
- Set the Schedule Type to Daily.
- The user can have the schedule run every x number of days by entering a number in the field. The default is 1.
Weekly Schedule
- Set the Schedule Type to Weekly.
- The user can have the schedule run every x number of weeks by entering a number in the field. The default is 1.
- The user can select which day(s) of the week the schedule runs by marking the checkboxes for those day(s).
Monthly Schedule
- Set the Schedule Type to Monthly.
- There are 2 ways you can setup a Monthly Schedule.
First Radio Button
- The user can have the schedule run every x day of the month by entering the day of the month. The default is set to the 1st.
Second Radio Button
- The user can select for example, the First Monday of the month. This means that the schedule would run every first Monday of the month(s) that were selected to run.
- The first drop down list options:
-First
-Second
-Third
-Fourth
-Last
- The second drop down list options allow the user to select the day of the week.
- The user can select which month(s) the schedule runs by marketing the checkboxes for those month(s).
Once
- Set the Schedule Type to Once.
- Enter the date the Schedule should be run.
Repeat Section
- The Repeat section in the lower right-hand corner will be available for the Daily, Weekly, and Monthly schedule types.
- The schedule will only repeat if the Repeat Every checkbox is marked.
- Repeat Every
- Marking this checkbox enable the text field where the user can indicate the schedule will repeat every x number of minutes in 5-minute increments.
- This will also enable the ‘For the duration of’ and ‘End Time’ fields.
- For the duration of – When the Repeat Every checkbox is marked and this radio button is selected, the value entered in the field indicates the duration that the schedule will be repeated in minutes.
- End Time – When the Repeat Every checkbox is marked and this radio button is selected, the user can enter the time for the repeated schedule to end.
- Save button saves the schedule and returns the user to the list of schedules. Schedules may be modified or deleted from this page.
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