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To migrate from Dynamics CRM Snaps to Dynamics 365 For Sakes Sales Snaps:
Remove Dynamics CRM Snaps from your Pipeline.
Identify the corresponding Snaps in Dynamics 365 For Sales Snaps.
Replace CRM Snaps with MS Dynamics 365 Snaps.
If you are creating a new object, modify the
$guid
to$accountid
in the downstream Snap of the Dynamics 365 Create Snap.
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.
Run your Pipeline.
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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.
Step 3: Add the account for the replaced Dynamics 365 For Sales Create Snap.
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Step 8: Map the settings in Dynamics 365 For Sales Update Snap as follows:
Step 8: Validate the Pipeline created so far. You can view the following output in the preview:
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