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Table of Contents

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  1. Preface
  2. Introduction to Synchronize Salesforce Accounts with Dynamics 365 Accounts recipe
  3. Synchronize Salesforce Accounts with Dynamics 365 Accounts recipe contents
  4. Using the Synchronize Salesforce Accounts with Dynamics 365 Accounts recipe

Synchronize Salesforce Accounts with Dynamics 365 Accounts

Synchronize Salesforce Accounts with Dynamics 365 Accounts

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Creating a custom field in the Dynamics 365 account entity

Creating a custom field in the Dynamics 365 account entity

To create a custom field in the Dynamics 365 account entity, perform the following steps:
  1. Log in to the Dynamics 365 organization.
  2. Go to
    Settings
    Advanced Settings
    .
    The following image shows the
    Advanced Settings
     option on the
    Dynamics 365
     page:
    The image shows the Advanced Settings option on the Dynamics 365 page.
  3. Click
    Customizations
     on the
    Settings
     page.
    The following image shows the
    Customizations
     option on the
    Settings
     page:
    The image shows the Customizations option on the Settings page.
  4. Click
    Customize the System
    .
    The following image shows the
    Customize the System
     option on the
    Customization
     page:
    The image shows the Customize the System on the Customization page.
  5. Go to
    Components
    Entities
    Account
    Fields
    , and then click
    New
    .
    The following image shows the
    New
     button on the
    Account Fields
     page:
    The image shows the New button on the Account Fields page.
  6. In the
    Display Name
     field, enter the
    salesforceid
     value and click
    Save and Close
    .
    The following image shows the
    New for Account
     page:
    The image shows the New for Account page.
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