Session Details
Day: 13/03/2017
Time: 09:00 - 17:00
Room: Vitis 4

Track: Training (Product, ISV, Skills)
Level: 200 - Intermediate
Audience: ALL
SmartConnect Dynamics 365 and CRM Integration Bootcamp

Trusted by more than 4,000 customers, SmartConnect offers a scalable and highly configurable toolset that allows customers to integrate Dynamics 365, CRM, ERP and cloud applications without code.


In this 1-day training, you will learn how to integrate with all your Dynamics 365 and CRM data - sales, service, field service, project service data and more! 


We invite sales, functional consultants, technical consultants and developers to register.  Attendees will be invited to take the SmartConnect Certification test at no extra cost.

Course description:


Introduction to SmartConnect

SmartConnect Overview

Interface/User Experience

Core Components and Capabilities

Connection Setup (Dynamics 365, Dynamics CRM, Dynamics NAV, SQL, Multi-data source, API's, flat file etc.)


Dynamics 365/CRM Integration Basics

Mapping Dynamics 365/CRM data as source and target

Integrating with multiple CRM organizations, multiple CRM servers

Data transformation

  • Dynamics 365/CRM Specific:
  • Entity Lookups and Multi-Entity Lookups
  • Option sets
  • Activity Parties
  • Relationships
    • Generic
  • Library of Functions
  • .Net Scripting
  • Translation tables
  • Handling the "Next number"
  • Dates
  • MS SQL Lookups

CRM Bulk Data Processing

Scheduling, Changes Only Integrations, Real-time CRM Plugin Triggers


Advanced Topics

Error logging, alerts and re-processing data

Cloning integration maps

Working with Templates

Leveraging CRM SDK steps -


  • Set the state of the record
  • Merge records
  • Associate records
  • Status changes

Pre- and post- map tasks (steps)

Passing data into the SmartConnect Web Service



To learn more about SmartConnect, visit

Introducing Your Speaker

Chris Dew, Director of Product Management, SmartConnect

Straight from the mean streets of Horace, ND, USA - Chris is a Data Integration Architect specializing in CRM, ERP and REST of the world integrations.

As a connoisseur of integration, there is no data that Chris can't "have his way with". When he isn't busy driving forward SmartConnect to make integration easier you can probably find him hanging out with his family or building Blue Man Group instruments.

What ever you do, don’t ask him about frisbee (disc) golf.