Important: If you are a new Formstack Sync customer, and do not currently have an older version of our Dynamics connector installed, please follow the instructions for new customers instead.
For existing customers:
If you are currently using Formstack Sync with an older version of Microsoft Dynamics, please follow the instructions below to upgrade to Dynamics v9.
Step 1: Reach Out to Support
Please send an email to firstname.lastname@example.org, to let us know that you'll be upgrading to Dynamics v9. Ideally, do this at least a few days before Dynamics is upgraded. We'll help guide you through the migration within Formstack Sync when the time comes.
Step 2: Turn Off Sync (Customer Step)
Step 3: Install Dynamics v9 Connector (Customer Step)
After Microsoft Dynamics itself has been upgraded to version 9.0 (or greater), log in to Formstack Sync and install the Microsoft Dynamics V9 connector using the steps below.
Note: do not uninstall the old connector yet!
Step 3a: Click on Connectors in the left hand side bar and in the drop down search for Dynamics and select V9 then click Install
Step 3b: Click on the blue button that says "Sign in to Microsoft Dynamics V9"
Step 3c: Enter in your Dynamics CRM Domain
Make sure to include the "https" and everything up until the end of the ".com" like this " https://mycompany.crm.dynamics.com/"
Step 3d: Hit Continue and follow on screen prompts to authenticate Formstack Sync
Note: Make sure that your user that you are logging in with is the appropriate user you want to associate with the Formstack Sync integration. When we are updating or creating records in your CRM it will be under the guidance of this individual so it is often best practice to setup a dedicated user account just for Formstack Sync for auditing purposes. If you want to use a custom user role, follow these instructions. We recommend simply using a Full Administrator to avoid issues with the authentication process.
You will be redirected back to Formstack Sync once you have completed the authentication process. Click the "Save" button.
Step 4: Notify Formstack Sync Support So Mappings Can be Updated (Formstack Sync Step)
Let us know once you have installed the new connector by sending an email to email@example.com. We will do the following for you:
- Update your mappings to work with the new connector
- Update your workflows to work with the new connector
- Uninstall the old connector
We will confirm once this is complete.
Step 5: Review Your Mappings & Workflows (Customer Step)
Please help us check our work! Take a look over your Formstack Sync mappings & workflows to ensure that everything is as you expect.
Step 6: Run a Reset (Customer Step)
There are two types of resets. Most customers upgrading to Dynamics v9 should perform a "read-only" reset, which will simply erase any remnants of your old Dynamics connector, and start synchronizing new and updated records on a go-forward basis.
However, some customers will want to perform a "full sync" if sync was disabled for a long time, or if they are particularly concerned with synchronizing any records that may have been added or updated during the time that sync was offline.
For more info about these options and instructions, see How To: Reset Your Sync.