Skip to main content

Managing the Dynamics 365 Entity Schema

This section describes how to use the Configuration wizard to select the Entities, Fields and one-to-many relationships to use as the foundation of a Rule Application.

Select an Environment​

After you open or create a new Rule Application, you can manage its schema using the Manage Schema wizard. Start by selecting the DYNAMICS tab of the irAuthor ribbon, then click the Manage button.

irAuthor DYNAMICS ribbon tab with the Manage button highlighted

If your Rule Application is not already identified as a Microsoft Dynamics 365 Rule Application, this will enable the Microsoft Dynamics 365 functionality.

The first panel of the wizard shows any environments that have been defined. If there are none, a new empty environment will display. Below we see three environments (Development, QA, and Production).

Configure an InRule for Microsoft Dynamics 365 Rule Application dialog showing the Development, QA, and Production environments

Use this panel to manage your environments, much the same as when you initially configured your environments.

Once you have defined your environments, select the one you want to connect to by clicking the Use this button.