Dynamics CRM Configuration for Record Sync

In order for entities to be synced between Dynamics CRM and Magentrix, auditing must be enabled in the Dynamics CRM environment.

Follow the steps below in your Dynamics CRM environment:

1. Login to your Dynamics CRM environment as the administrator user.
2. Navigate to Settings > Customization > Customizations.
3. Click "Customize the System".
4. On the left sidebar, select your entity from the Entities list.
5. On the "General" tab, scroll down, find the "Auditing" setting, and check it. Auditing will now be enabled for this entity.
6. In order to start auditing, follow the steps below:
   1. Navigate to Settings > System > Administration.
   2. Click "System Settings".
   3. On the "Auditing" tab, check "Start Auditing".
   4. Check the Single record auditing and the Multiple record auditing options. 
   5. Common Entities. Tracks common entities like Account, Contact, Goal, Product, and User.
   6. Sales Entities. Tracks sales-related entities like Competitor, Opportunity, Invoice, Order, and Quote.