Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

To migrate from Dynamics CRM Snaps to Dynamics 365 For Sakes Sales Snaps:

  1. Remove Dynamics CRM Snaps from your Pipeline.

  2. Identify the corresponding Snaps in Dynamics 365 For Sales Snaps.

  3. Replace CRM Snaps with MS Dynamics 365 Snaps.

    1. If you are creating a new object, modify the $guid to $accountid in the downstream Snap of the Dynamics 365 Create Snap.

  4. Add the accounts as applicable.

    • If you are using an on-premise CRM account, map it to Dynamics 365 NLTM Account.

    • If you are using a cloud account, map it to Dynamics 365 OAuth2 Account for Online.

  5. Run your Pipeline.

...

Step 2: Map the properties of the Dynamics CRM Create Snap with the MS Dynamics 365 For Sales Create Snap. In this step, we are creating an account Object Type.

Image RemovedImage Added

Step 3: Add the account for the replaced Dynamics 365 For Sales Create Snap.

...

Step 8: Map the settings in Dynamics 365 For Sales Update Snap as follows:

Image RemovedImage Added

Step 8: Validate the Pipeline created so far. You can view the following output in the preview:

...