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Refreshing Dynamics 365 Items

Since the Adding or Updating Entities capability does not force a refresh from the Microsoft Dynamics 365 server you can click the Refresh button to make sure the latest information is available in the Configuration Wizard. This will force a call to the Microsoft Dynamics 365 server and will update the imported irAuthor items accordingly. Any items such as Entities and Fields that were created manually and not sourced from Microsoft Dynamics 365 will be left unchanged by the refresh.

Configure an InRule for Microsoft Dynamics CRM Rule Application dialog with the Refresh button highlighted

Confirming the Refresh​

The refresh will notify you of the changes it is about to make. For example, take the following simple Entity model:

Entities panel showing Account with AccountName, AccountNum, CustomerNum, and Contacts

On the server, Account Num has been removed and Customer Num has been renamed. When the Refresh button is clicked, the following confirmation screen appears:

Summary of Changes dialog showing Account Num removed, Customer Num renamed to Customer Number, and Date Qualified added

The confirmation screen provides an opportunity to opt out of the changes by clicking Cancel. Opting out of the changes can be especially important if you accidentally specified a refresh from the wrong Microsoft Dynamics 365 environment.

Note: Newly added Fields in your Entities, such as "Date Qualified" above, are not automatically added to your Rule Application. To add them, use the Select Entities pane.