Dynamics 365 CRM Data Mapping

Data Mapping and Transformation is one of the most powerful features of Connect iPaaS. When you create a workflow certain attributes of your trigger application are available to the action application for data mapping while making API calls. These attributes can be mapped to the specific attributes of the action application. This powerful capability not only allows field mapping but it also allows complex transformation using excel style functions to apply hundreds of formulas and operations. The choice of excel style function makes data mapping on Connect iPaaS a breeze for business users who are already well versed with Microsoft Excel formulas.

Example Scenario with Dynamics 365 CRM Trigger

In the example workflow, Dynamics 365 CRM is the trigger application leading to an action in Salesforce. You can set up data mapping with the attributes in the Trigger Data panel of the selected entity, which in this case is a new Lead created.

Click here to know more Entities and their attributes in Dynamics 365.

Figure 1. Data mapping and transformations on Dynamics 365 CRM

The example workflow is used for easily sharing leads with vendors and partners. When a new lead object being created in Dynamic 365 CRM, a lead record will be generated in Salesforce with the attributes mapped from Dynamics 365 CRM lead object.