Microsoft Dynamics CRM Online Backup Information

In Microsoft Dynamics CRM Online,  System Backups are considered automated backups.

System Backup:

Dev / PP: Retention Period  - 7

Production: Retention Period - 28

Frequency: 30 Minutes

Storage: MS Azure Cloud Database Servers

Manual Backup:

Dev / PP: Retention Period  - 7

Production: Retention Period - 28

Frequency: Manual

Storage: MS Azure Cloud Database Servers

Manual backups are not able to copy/move from outside the tenant i.e., Azure Blogs or any other external storage except in the Power Platform Admin Center.

Using Flow to Integrate Dynamics CRM and SharePoint

A manufacturing company's sales staff visits a client, they are required to fill out a “Visit Report” so that others in the company can review their information. The client wanted to store these reports in SharePoint because Dynamics 365 licenses are more expensive than the general Office 365 licenses, which SharePoint is a part of.

Visit Reports were created as an entity related to accounts in the Dynamics 365 system.

Steps performed:

1. Set up Document Management sync between Dynamics 365 and SharePoint Online.
2. Create a content type in SharePoint and associate a Word template with it.
3. Go into Microsoft Flow and create a blank flow.
4. Add a “trigger” from Dynamics 365 which will launch the flow whenever a record is created or updated in Visit Reports.
   
5. Add an “action” from Dynamics 365 to get a record from the Account entity.
6. Select the correct organization name (i.e. your company’s main tenant; ours is “MRS Company Limited”), select “Accounts”, and for the Item Identifier, we chose “Customer” from the list of dynamic content.
   
   
7. Add an action to “Get file content” from SharePoint library Visit Report. This will be the blank template for Visit Report.
   
8. The flow will prompt you for the site address and file identifier. Under site address, select/enter the URL for the SharePoint site. For File Identifier, select the template from the library location.
   
9. Add another action step to create the file in the SharePoint library “Visit Reports”.
10. Under site address, enter the URL for the document’s destination location in SharePoint. For the folder path, select the exact library. In this case, it is “/sti_visitreports”. For File Name, select Account Name from the Get Record step (see above) and Visit Date from the date the location was created/updated. For File Content, select File Content from the Get File Content step. See the screenshot below:
    
11. The final step is to add an action to update file properties. From here, select the URL and SharePoint document library, and then enter the ItemID from the Create File step. At this point, you can add any metadata that is required via the dynamic content tab.
12. Click save and start testing!

SmartConnect - One Stop Integration for Microsoft Dynamics GP and Microsoft Dynamics CRM

Integration and automation are essential components to every successful ERP system. SmartConnect makes integration and automation simple. No other ERP/CRM combination has a toolset that is as powerful, flexible, extensible and yet easy to use as Microsoft Dynamics GP, Microsoft Dynamics CRM and SmartConnect.

SmartConnect provides a drag and drop user interface for configuring integrations into Microsoft Dynamics GP and Microsoft Dynamics CRM from any data source. SmartConnect is powered by both eConnect and CRM web services and has transformed both from being developer tools, into an easy to use end user toolset. There are complex and expensive tools on the market that do a fraction of what SmartConnect can achieve. Save your time and money and read below to discover why SmartConnect has changed the way GP and CRM are implemented - without a single line of code.

Heard enough, Skip Straight to the SmartConnect Videos

SmartConnect provides a number of critical advantages for your Microsoft GP and/or CRM solution:

• The easiest and yet most configurable way to integrate data into Microsoft Dynamics GP see example
• The easiest and yet most configurable way to integrate data into Microsoft Dynamics CRM
• Remote Push integration from Excel to GP and CRM, via SmartConnect Webservices see example
• Direct Excel data entry for any record type, with predefined ready to deploy templates for Sales Transactions, Purchase Orders, General Ledger, Accounts Payable and Inventory Transactions. Download Templates Now or Watch GL Demo or Watch PO Entry Demo
• Real Time, two way integration between Microsoft Dynamics GP and CRM.see example
• Automation of GP and CRM business processes see example
• Two way integration with Microsoft Dynamics GP eXtender and eXtender Enterprise from eOne click for more

Learn more about SmartConnect for Dynamics GP

SmartConnect provides a user front end for eConnect. SmartConnect provides all the functionality partners love about Integration Manager but 50 times faster and much more robust. In addition SmartConnect can link to all GP modules, is as easy to use as SmartLists and can be used to automate your business processes.

Learn more about SmartConnect for Integrating Microsoft Dynamics GP and Dynamics CRM

SmartConnect for Dynamics CRM provides direct drag drop integration for Microsoft Dynamics CRM as well as between CRM and Microsoft Dynamics GP. SmartConnect for CRM is proving to be the easiest to use, best value and most configurable solution for integrating Dynamics GP and Dynamics CRM.

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SmartConnect Benefits

• A single flat fee price of US$4,500 (includes SmartConnect for CRM). Bundled with eXtender Enterprise for $6,950.
• Drag and drop to create eConnect mappings. Creating transactions in Dynamics GP is as simple as dragging and dropping from the source to the destination. No knowledge of Dynamics GP tables is required.
• SmartConnect is fast. The reduced time required to create mappings, combined with the speed of eConnect, makes SmartConnect the fastest way to create or update records in Microsoft Dynamics GP and CRM. Hundreds of thousands of records can be generated in minutes.
• Automate data entry. SmartConnect can be used to automate the creation or update of any GP or CRM record based upon definable business rules.
• Schedule maps to take advantage of downtime to perform bulk transaction processing without disrupting users.
• Create intercompany transactions. Records can be created across multiple companies. Purchase orders in one company can be used to create sales orders in another company.

SmartConnect Features

• Create transactions for all supported eConnect modules
• Create transactions from SmartList - Use SmartList queries as a data source for SmartConnect. Combined with SmartList Builder, you can create or update records from any data in Microsoft Dynamics GP.
• Connect to any ODBC-compliant data source - Import records from Excel spreadsheets, legacy databases, POS systems, CRM applications and any database or file that can be accessed via ODBC.
• Scheduling - Create schedules to automatically run daily, weekly, monthly, once, at system startup and at login.
• Intercompany Flexibility - Create transactions in more than one company at a time. You can even create transactions on different Dynamics GP installations on separate SQL Servers. (N.B. SC does not support the Microsoft Intercompany module).
• Rolling columns - Use auto-incrementing values. Values can be a custom sequence or one of the standard sequences from Receivables Management, Payables Management, Sales Order Processing, Purchase Order Processing or Inventory Management.
• Security - SmartConnect adds user security to eConnect. Users can only create and run maps for the nodes and companies that they are granted access to.
• XML Import/Export - Export and import setup details via XML to share mappings between companies.

Watch an overview of SmartConnect
View the full SmartConnect Brochure
SmartConnect and eXtender together


By: eOne Solutions