Microsoft Dynamics CRM Integration - Entity Mapping

Entity Mapping

  • After successful authentication with Dynamics CRM the Entity Mapping section appears

    Survey Software Help Image

  • Select the type of entity that you would like to map to your MS Dynamics CRM.
  • Select the Integration Type based on whether you want to create a new record for the selected entity or update an existing record.
  • Save Connection Mapping

License & Access Options

This feature/tools described here are available with the following license(s) :

Enterprise Edition

Unlimited Surveys, Questions

Advanced Toolset and Features

No Long Term Commitment

Was this article helpful?
Sorry about that
How can we improve it?
Submit