To add a Dynamics 365 connection to the Ouvvi connection library you can either upload a connection file or open Data Sync from Ouvvi and create the connection in Data Sync.
To connect using Data Sync you will first need to open Data Sync from Ouvvi. To do this create a new project and add a Data Sync Step.
Once this has been saved open the Data Sync step and click onto the
Open Project button in the toolbar.
This will then open Data Sync with a connection to Ouvvi, so any connections you create and save to the connection library are stored in the Ouvvi Connection Library rather than locally on your machine.
You can check that Data Sync is connected to Ouvvi in three ways:
1 - The URL in the top-bar of Data Sync, if you can see the url to your Ouvvi site then it is connected.
2 - The title of the connection library window will show as ```Connection Library [Ouvvi].
3 - In the output window it will show the connection to the connection library as the Ouvvi API URL.
Now create your Dynamics connection and choose
Connect and Create Library Connection to save it to the Connection Library.
Please see our documentation on the Dynamics pages for details on the different ways you can .
If you have already created a connection to Dynamics locally, using Data Sync on your local machine, you can upload the connection file directly into the Ouvvi Connection Library.
To do this browse to your Ouvvi site and go to
Connection Library. Then click onto the
Upload Connection button.
Now browse for your connection file. The default location of your local connection library is:
Once you are done your connection will be uploaded.
To update your connection the best option is to open Data Sync from Ouvvi and edit the connection in the designer. Open Data Sync from Ouvvi by clicking onto the
Open Project button in the Data Sync step.
Once Data Sync has loaded, open the connection window and then select the Connection Library tab. Locate your connection to Dynamics and then make the changes you need. Once you are done click the
Connect & Update Library Connection button to save your changes.