Synchronize Salesforce Accounts with Dynamics 365 Accounts

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Recipe assets

The following table lists the assets that the Synchronize Salesforce Accounts with Dynamics 365 Accounts recipe package contains:

Asset Name	Asset Type	Description
Dynamics365ConnectionAccount	App Connection	Dynamics 365 connection based on the Table API.
SalesforceConnectionAccount	App Connection	Salesforce connection with the account filter.
Salesforce to Dynamics365 (Sync Account)	Process	The process synchronizes the Salesforce account with the Dynamics 365 account and populates custom ID fields. The process is called by an HTTP request with the Salesforce account ID as an incoming parameter. If validation is successful with ID and name, the process creates an account in Dynamics 365 and populates the Dynamics_ID field with the value from the Salesforce Dynamics_ID custom field. If an account with a Dynamics ID value from Salesforce already exists in Dynamics 365, the process updates the account with Salesforce account data. The process then returns the Account ID from Dynamics 365.