When using the Microsoft Dynamics CRM connector the map tenants are CRM Organizations. When a map is created the default CRM organization selected on the CRM connector setup window is set as the target on the map. If another CRM organization, or another CRM server/organization is the required destination then the tenant must be amended on the CRM destination.
To amend a CRM tenant (organization):
1. | Select create, or select the Maps Quick Link and double click on the map to be edited. |
2. | If creating a new map enter the map id, description, data source, key field and CRM destination information. |
3. | On the map setup window select the Organizations button to open the organizations window. |
4. | All CRM organizations to which you have access on the current CRM server will be displayed. |
5. | Select the required organization(s) to update / de-select any organizations that are not to be updated. |
6. | If the organization to be updated is defined by a field in the data source select the Define button and create the calculation to determine the target organization. |
7. | Select OK to close the organizations window. |