Managing Imported Dynamics CRM Entities
Once imported, Dynamics CRM Objects can be managed in several ways in Magentrix. When Entities are modified in the Dynamics CRM instance, users can resynchronize their Magentrix instance to properly reflect changes by refreshing the imported instance. Users can also edit security role permissions or delete imported Entities.
Requirements
To manage imported Dynamics CRM Entities, users must be assigned a security role with the following permissions:
- Administrator System Role
To refresh imported Dynamics CRM entities:
- In the Setup Home page, click Extend > Dynamics CRM.
- Click the imported Entity you want to refresh.
- Click More Actions > Refresh. If you are prompted to confirm the refresh, click OK.
To edit permissions for imported Dynamics CRM entities:
- In the Setup Home page, click Extend > Dynamics CRM.
- Click the imported Entity you want to edit.
- Click More Actions > Permissions.
- For each security role, modify the permissions for the imported Entity.
- Click Save.
To delete imported Dynamics CRM entities:
- In the Setup Home page, click Extend > Dynamics CRM.
- Click the imported Entity you want to delete.
- Click Delete. If you are prompted to confirm the deletion, click OK.
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