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Preface
Introduction to Synchronize Salesforce Accounts with Dynamics 365 Accounts recipe
- Prerequisites for using the recipe
  - Creating a custom field in the Salesforce account entity
  - Creating a custom field in the Dynamics 365 account entity
Synchronize Salesforce Accounts with Dynamics 365 Accounts recipe contents
- Recipe assets
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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Configuring and publishing the process

Configuring and publishing the process

Open the

Salesforce to Dynamics365 (Sync Account)

process.

On the

Start

tab of the Start step, select Cloud Server
from the

Run On

list.

In the Applies To
field, select Account (SalesforceConnectionAccount)
.

From the Run As
list, select Current User
.

Optionally, you can change the tracing level from

Verbose

to

None

on the

Advanced

tab.

Save and publish the process.

Using the Synchronize Salesforce Accounts with Dynamics 365 Accounts recipe

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