FastStats plugin configuration

Configuring the upload table¶

To configure an upload table:

1. Open Apteco FastStats, select the Users explorer, right-click the Global node and navigate to Modify > Plugin Configurations.

   

2. Expand the Wizard node, then clear the Inherit check box for Microsoft Dynamics and click Edit.

   

3. Click Add to add a new Microsoft Dynamics Table.

   

4. Enter the Microsoft Dynamics table name"”for example, new_faststatsprospects. The Table Name must match the table name in Dynamics 365.

   

   Find the organisation here:

   

   

   Find the domain here:

   

   

   The App Id and Redirect Uri are the same unless you have your own Dynamics app:

   • App Id: 51f81489-12ee-4a9e-aaae-a2591f45987d
   • Redirect Uri: app://58145B91-0C36-4500-8554-080854F2AC97

   

   Tip

   Organisation Service is not needed for Microsoft Dynamics 365, but is required for your own Microsoft Dynamics CRM server. This is an example Organisation Service URL from a Microsoft Dynamics server hosted in an Azure virtual machine: http://faststatscrm.cloudapp.net/AptDynCRMDev/XRMServices/2011/Organization.svc

   

5. If you want to add repeated text into each record of the data you upsert, add Additional Fields by clicking Add"”for example, FS Owner.

See Add an additional field for repeated text.