Knowledge Base
Setting up a SQL Server Connection
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Getting Started with SmartConnect.com
Installing and Configuring SmartConnect 21
Creating an Integration Process
- 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
Importing and Exporting Integrations
Maintaining Setup Options
Navigating the Dashboard
Setting Up Additional Functionality
Working with Dynamics 365 Business Central
Working with Dynamics 365 Sales
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
- Using an Activity Party
- Using an Entity 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
Working with Dynamics CRM
- 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
- Using an Activity Party
- Using an Entity Lookup
Working with Dynamics NAV
Working with File Options
Working with Generic Connections
Working with Salesforce
Working with SQL Server
Working with the REST Connector
Setting up a SQL Server Connection
- From the main Navigation Menu, select Connections.
- On the Connections page, click on the Create Connection button.
- On the New Connection Page, select Microsoft SQL Server.
- Enter a Description for this connection.
- Enter the Server Address to the SQL server. This SQL server will need to have its port opened to be accessible by SmartConnect.
- Enter a Username and Password that has access to the objects you need to connect to.
- Select the Database to connect to.
- Scripting Alias – Need to add info
- Click Validate to test connection.
- Click Save.
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