Knowledge Base
Using the SmartConnect Processes Widget
Browse Common Categories
- 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
- Viewing the Latest News, Links, and Videos Widgets
- Reviewing the Login History Widget
- Using the SmartConnect Processes Widget
- Using the Quick Start Widget
- 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
- 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
Using the SmartConnect Processes Widget
- The SmartConnect Processes Widget shows a list of existing Integration Processes and basic status information about each.
- The Last Run date and time, along with an icon to denote whether the process succeeded or failed on the last run are displayed.
- The Next Run date and time will be displayed for any integration process that is scheduled to run.
- Any integration process can be right-clicked on to display the option to Run Process, Edit Process, View Process History, or View Processing Errors
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