📄️ Preparing to Connect to Microsoft Dynamics 365
Permissions and connection details to gather before configuring irX for Microsoft Dynamics 365 environments.
📄️ Configuring Dynamics 365 Environments
Add, log in to, and manage the Microsoft Dynamics 365 environments irX connects to, using either Advanced Login or Legacy Login.
📄️ Managing the Dynamics 365 Entity Schema
Open the Configuration wizard to select the environment whose Entities you want to use as the foundation of a Rule Application.
📄️ Selecting Dynamics 365 Entities and Fields in irAuthor
Use the Configuration wizard's Select Elements and Selecting Fields & Relationships screens to choose the Entities, Fields, and one-to-many relationships for a Rule Application.
📄️ How Dynamics 365 Data Types Are Mapped
How Microsoft Dynamics 365 field data types and relationship types are handled when imported into irAuthor.
📄️ Adding or Updating Dynamics 365 Entities, Fields, and Collections
Add new Entities, Fields, or Collections to an existing InRule Entity model, and see how items deleted or modified on the Dynamics 365 server are handled.
📄️ Refreshing Dynamics 365 Items
Force a call to the Microsoft Dynamics 365 server to update the imported irAuthor items with the latest schema changes.
📄️ Disconnecting Dynamics 365 Items
Disconnect an Entity or Field from Microsoft Dynamics 365 so that changes to its value do not get written back to the database.
📄️ Auto Loading and Saving Dynamics 365 Items
Control whether a Collection or relationship is automatically loaded from and saved back to Microsoft Dynamics 365, and how to exclude inactive records.
📄️ Testing With a Dynamics 365 Record
Create a Test Session using a single Microsoft Dynamics 365 record to test rules locally without updating Dynamics 365 data.
📄️ Regression Testing With Dynamics 365 Records
Create a Test Suite from multiple Microsoft Dynamics 365 records and check the results against a set of assertions.
📄️ Updating a Dynamics 365 Regression Test Suite
Refresh the locally saved data in a regression Test Suite with the latest values from a Microsoft Dynamics 365 instance.