Dynamics CRM

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Dynamics CRM Source

The Dynamics CRM Source reads data from the entities in a Microsoft Dynamics Server. See the Dynamics CRM Connection Manager page to learn more about setting up the connection manager.

Task Factory currently supports the following versions of Dynamics CRM:






Choose Columns

 Connection - Create or select a connection manage for the Dynamics CRM server.

 Query Type - Determines "where" to look for the Dynamics Entity:

o   Entity - Selects the "standard" entities in Dynamics such as Accounts, Contacts, Opportunities, etc.Views are selected in the Dynamics Entity drop-down.

o   Personal View - Allows users to select custom views. Views are selected in the Dynamics Entity drop-down.

o   System View -  Allows users to select all non-custom views within the Dynamics CRM system.

 Dynamics Entity - Displays a list of entities form which the source can read.

 Batch Size  - The Batch Size field determines the number of rows that will be retrieved during a single round trip to the Dynamics server. The default value is 500.

 Get Changes - Toggle for users to track changes/updates for synchronization. (Filters cannot be used when selecting this option.) For more information, please see our Change Tracking page. Note: Get Changes can only be used when the Entity Query Type is selected.

 Tracking Token Variable - Identifies the variable that stores the (required) change.

 Choose Columns - Once an entity is selected, the available columns are displayed. Columns can be ignored by unchecking the corresponding box in the "Include in Output" column.


 Filter - Filters can be set so that users can customize the data that is returned.

oSteps to adding filters:

 Click the add icon ("+")

 Choose the column to be filtered

 Select the parameter (e.g. Begins with, Greater than, Less than, etc.)

 Define the value in the <enter a value> box. (Variable replacements can be used with the following syntax: <User::MyVariableName>.)

 Click the word "And" if "Or" filter is needed to be added.

 Preview Data - Opens a new window that displays the data based on the entity and conditions (if configured.)

 Refresh Metadata - Updates the component with the most current metadata.