Source Types
The Microsoft Dynamics CRM connector is deprecated. We recommend the Power Platform connector for Microsoft Dynamics 365 Sales Microsoft Dynamics 365 Marketing, Microsoft Dynamics 365 Customer Service, and any other solution in the Microsoft Dynamics 365 solution suite.
With a source type, you specify from which area in CRM you send data to Dime.Scheduler. The source type is sent - along with the planning data - from Dime.Scheduler to CRM, allowing you to handle the planning data in CRM according to your specifications.
For example, when a task is planned in Dime.Scheduler for a case, you would process the planning data into a service activity in CRM. Or when a task is planned for a sales order, you will probably process the planning data into an Appointment.
Dime.Scheduler supports multiple sources - even from the same CRM organization. For example, you can send service tasks, sales tasks and custom tasks to Dime.Scheduler from a single CRM organization. By specifying a unique source type for each task type, the planning data returning from Dime.Scheduler can be processed through the own business logic in CRM.
To configure source types, follow this path: Dime.Studio -> DS Source Types
| Field, tab or group | Description |
|---|---|
| Name | Fill in the 'Source Type'. this is a free text field (e.g. SERVICE or SALES) |
| Related Entities | Enter the names for each entity that is sent to Dime.Scheduler. You must enter the logical name of the entity. (e.g. salesorder, incident, equipment, systemuser …) |
| Processing Actions | Enter the actions that need to be taken when data for this source type is coming from Dime.Scheduler into CRM 1.
|
- See also Receiving data.↩