CRMs
Microsoft Dynamics
Introduction
Qobra connects to Microsoft Dynamics through an application, which needs to be installed via an Oauth check. The integration is used to synchronize tables from Microsoft Dynamics, with their fields and their content. This integration is readonly and does not write anything in your Microsoft Dynamics.Access
Oauth authentication & scopes
To connect your Microsoft Dynamics to Qobra, you’ll need:- To fill in the domain name of your Microsoft Dynamics instance.
It should look something like this:
https://org123.crm12.dynamics.com. - To go through an Oauth flow, granting us access to the
.defaultscope. You’ll find more information about this scope here.
Incremental synchronization
This integration is an incremental synchronization. This means that all imports are based on each record last modified date, and that we only refresh what has been modified in the system since the previous import. When an import is launched, we thus refresh all records that have been modified since the start of the last successful import. Once we have refresh range, synchronization work is split and parallelized in smaller tasks for performance enhancement. The synchronization tasks are split according to the last modified date. It is important to note that Qobra admin can manually trigger complete synchronization in the application.Supported types
You’ll find below the fields types supported by the Qobra integration, and their mapping to Qobra types.| Microsoft Dynamics type | Qobra type |
|---|---|
Decimal | number |
Integer | number |
Money | amount |
String | string |
Memo | string |
Picklist | picklist |
Multipicklist | multipicklist |
Boolean | bool |
DateTime | date |