Once you have created a synchronisation with data sync there is often a requirement to automate that synchronisation. There are three ways to schedule a Data Sync project:
In this tutorial we will be looking how to schedule a single project from Data Sync Developer and Run Tool.
Open an existing Data Sync project, for example the one created from the lookup tutorial. The select Tools menu and Create Scheduled Task.
This will display the Create Scheduled Task window, which will look similar to the below.
You can now update the settings to run periodically during the day. If you want a more complex schedule you can change this in a later step. When you select OK you will be prompted for you password so then the task(s) can still be run when you are not logged in.
Completing this set password dialog will create a scheduled task within the 'Task Scheduler' subsystem of windows.
Open the Task Scheduler manager in windows.
Double click the Data Sync Task to edit the task schedule.
You can now open the Triggers tab and then specify which trigger you wish to add to the schedule. You can also further edit these triggers as per your requirements.
For further tutorials please return to the introductory page Integrate Microsoft Dynamics CRM with Data Sync.