Skip to main contentIntroduction
Qobra connects to Microsoft Dynamics through an application, which needs to be
installed via an Oauth check.
The integration is used to synchronize tables from Microsoft Dynamics, with their fields
and their content. This integration is readonly and does not write anything in your
Microsoft Dynamics.
Access
Oauth authentication & scopes
To connect your Microsoft Dynamics to Qobra, you’ll need:
- To fill in the domain name of your Microsoft Dynamics instance.
It should look something like this:
https://org123.crm12.dynamics.com.
- To go through an Oauth flow, granting us access to the
.default scope.
You’ll find more information about this scope
here.
Synchronization
Refresh Frequency
We keep your Microsoft Dynamics data synchronized with Qobra using the following schedule:
- Daily Full Refresh: Every night, we perform a complete sync of all your Dynamics data
- Bi-hourly Updates: Every 2 hours throughout the day, we sync any recent changes
- On-Demand Updates: Need the latest data right away? Just click the refresh button in your integration settings
Incremental synchronization
This integration is an incremental synchronization. This means that all
imports are based on each record last modified date, and that we only
refresh what has been modified in the system since the previous import.
When an import is launched, we thus refresh all records that have been
modified since the start of the last successful import.
Once we have refresh range, synchronization work is split and parallelized
in smaller tasks for performance enhancement. The synchronization tasks are
split according to the last modified date.
It is important to note that Qobra admin can manually trigger complete
synchronization in the application.
Supported types
You’ll find below the fields types supported by the Qobra integration,
and their mapping to Qobra types.
| Microsoft Dynamics type | Qobra type |
|---|
Decimal | number |
Integer | number |
Money | amount |
String | string |
Memo | string |
Picklist | picklist |
Multipicklist | multipicklist |
Boolean | bool |
DateTime | date |
