Importing Dynamics CRM Entities
Administrators can import Database entities held in Microsoft Dynamics CRM and synchronize them to a Magentrix Entity.
Requirements
To import Dynamics CRM Entities, users must be assigned a security role with the following permissions:
- Administrator System Role
To import Dynamics CRM Entities, Dynamics CRM must be configured as an API provider.
To import Dynamics CRM entities:
- In the Setup Home page, click Extend > Dynamics CRM.
- Click New.
- In the Entity Name dropdown menu, select the Dynamics CRM Entity you want to import.
- If you want the Entity to be read-only (i.e. the Magentrix instance cannot be modified), check Read Only.
- Click Save.
- For each security role, define the permissions for the imported Entity. This step can be skipped and completed later.
- Click Save.
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