Dynamics
Dynamics
10 articles
- How to Configure Your Dynamics IntegrationComplete guide to configure your Microsoft Dynamics 365 integration in Enginy: sync settings, field mapping, campaign mapping, and user mapping.
- How to Fix Field Mapping Warnings and Errors in DynamicsWhen configuring Field Mapping in your Dynamics 365 integration, each mapped field displays a status icon indicating whether the mapping is safe to use. Review these icons before saving to…
- Permissions & Prerequisites for Dynamics 365What you need on the Dynamics 365 side before connecting to Enginy: licensing, permissions, authentication, sandbox, and security.
- Troubleshoot Microsoft Dynamics integration warnings and errorsMost Dynamics issues come down to permissions, Field Mapping, matching, or authentication. Start with the exact message and the affected entity type.
- Owners, User Mapping, and activities in Microsoft DynamicsUser mapping connects Enginy people with Dynamics users. It assigns owners and, in certain operations, writes on behalf of the corresponding user.
- Import Contacts, Leads, and Accounts from Microsoft DynamicsEnginy can import records using filters created in Enginy or from system views and personal views saved in Dynamics.
- Connect, reconnect, or disconnect Microsoft DynamicsConnect Dynamics with a user who has access to the environment and records you will use. The integration inherits that user's security limits.
- Export and update records in Microsoft DynamicsEnginy can create and update Dynamics Contacts or Leads, Accounts, and their associations, depending on entity, matching, Field mapping, and permissions.
- How Enginy identifies existing Contacts, Leads, and Accounts in DynamicsBefore creating a record, Enginy tries to find out whether it already exists in Dynamics. Accurate matching reduces duplicates.
- Configure Microsoft Dynamics: entities, associations, and Field MappingBefore configuring fields, decide which Dynamics entity will represent people. That choice affects schema, matching, imports, exports, and permissions.