Script Dynamics CRM Convert Transformation

Overview

Data flow transformation to convert Dynamics CRM entity record from one type to another.

Setup

The script has the following parameters:

• CrmConnection - selects Dynamics CRM Connection.
• Type - map to input column containing the conversion type (Mappings Tab). There are three supported types:
  • opportunity - convert opportunity to quote.
  • salesorder - convert sales order to invoice.
  • team - convert owner team to access team.
• InputId - map to input column containing the entity record identifier (Mappings Tab).