PowerExchange for Microsoft Dynamics CRM User Guide

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Importing a Microsoft Dynamics CRM Data Object

Import a Microsoft Dynamics CRM data object to read data from a Microsoft Dynamics CRM entity.

Select a project or folder in the Object Explorer view.

Click

File

New

Data Object

Select

Microsoft Dynamics CRM Data Object

and click

The

New Microsoft Dynamics CRM Data Object

dialog box appears.

Enter a name for the data object.

Click

Browse

next to the

Location

option and select the target project or folder.

Click

Browse

next to the

Connection

option and select the Microsoft Dynamics CRM connection from which you want to import the Microsoft Dynamics CRM entity.

To add an object, click

Add

next to the

Selected Resource(s)

option.

The

Add Resource

dialog box appears.

Select a Microsoft Dynamics CRM entity. You can search for it or navigate to it.

Navigate to the Microsoft Dynamics CRM entity that you want to import and click

To search for the Microsoft Dynamics CRM entity, enter the name of the Microsoft Dynamics CRM entity that you want to add and click OK
.

If required, add additional objects to the Microsoft Dynamics CRM data object.

You can also add objects to a Microsoft Dynamics CRM data object after you create it.

Click

Finish

The data object appears under Physical Data Objects in the project or folder in the Object Explorer view.