- On the left side options column expand Processes and click Integration Processes.
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On the Integration Processes page click on New button.
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The Integration Process page opens with the Details tab active.
- Enter the Process ID and Description in the respective fields.
- Notes – the user can add additional information using the Notes fields. This section is not required.
- After the Process ID and Description fields have been populated the Source tab becomes active.
- Knowledge Base
- SmartConnect
- Creating an Integration Process
- Populating the Integration Details
Populating the Integration Details
Published: Sep 12, 2018
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Popdock
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Account
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Adding Connectors
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- API Endpoints View Category
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Business Central
View Category
- Installing the Popdock Extension from AppSource for Business Central
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- Get your Business Central Popdock Widget ID and Widget Region
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Connector Setup
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Lists
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Security
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- Understanding Popdock Security options for Users, Teams, and Roles
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- Adding a User to a Team
- Creating Tokens for Users in Popdock
- Granting Security access to a Connector
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- Tags View Category
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Widgets
View Category
- How to Create a Popdock Widget
- Configuring the Main Popdock Widget for Business Central
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- How to Embed a Popdock Widget in Dynamics 365 CE/CRM
- How to Embed a Widget On An Acumatica Dashboard
- Publishing FastTab and FactBox Widgets to your Business Central Sandbox from Popdock
- Get your Business Central Popdock Widget ID and Widget Region
- Adding Existing Lists to Your Business Central Main Widget
- How to Embed Widgets in your Business Central FactBox Using AL Code
- How to Embed Widgets in your Business Central FastTab Using AL Code
- How to Embed Widgets on your Business Central Role Center
- Bookmarking the Main Popdock Widget on Your Business Central Home Page
- What are the locale URL query parameters you can use on Popdock widgets?
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Account
View Category
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SmartConnect
- Adding Tasks to an Integration View Category
- Creating an Integration Process View Category
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Working with Dynamics 365 Business Central
View Category
- Using an Odata Field Lookup
- Creating a Dynamics 365 Business Central Change Data Source
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- Creating a Dynamics 365 Business Central Bulk Data Source
- Working with Dynamics 365 Finance View Category
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Working with Dynamics 365 Sales
View Category
- Using an Activity Party
- Using an Entity Lookup
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
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- Using a Multi Lookup
- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
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- Using an Entity Reference
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Working with Dynamics CRM
View Category
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Using a MultiList Option Lookup
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
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Working with Dynamics CRM On-Prem
View Category
- Using a MultiList Option Lookup
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Using a Relationship
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Working with Dynamics NAV View Category
- Working with Dynamics NAV OData On-Prem View Category
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- Working with File Options View Category
- Working with Generic Connections View Category
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Working with the REST Connector
View Category
- Using Error Handling
- Using Service Variables
- Using a Service Lookup
- Creating a Service Lookup
- Setting up an Integration to a REST Service
- Creating a Service Destination Definition
- Configure Data Source Paging
- Adding a Bulk Service Data Source
- Creating a Service Data Source Definition
- Configuring Exchange Token Authentication
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- Adding a REST Service Connection
- Creating a REST Service Definition
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- Configuring Base Settings
- Working with Trello View Category
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Zendesk Apps
- Inner zendesk category View Category
Populating the Integration Details
Published: Sep 12, 2018
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