Dynamic CRM Connector

Hi Sailors,

We are using CRM dynamics connector. Where we want to filter the disabled accounts and not store in identitynow.

I believe to accomplish this you need to do two things:

  1. Add an attribute to your account schema “isdisabled”
  2. Update via the IDN API’s (postman is helpful here) your Dynamics CRM source
    2.1) You’ll want to make a POST call the API https://<tenant_url>/api/source/update/<dynamics_crm_source_id>
    2.2) You can get the source ID for Dynamics CRM first by calling GET https://<tenant_url>/api/source/list
    in an x-www-form-urlencoded body of your POST call for step 2.1, you’ll want to include variable ‘connector_filterString’ with value ‘isdisabled == true’

And then run your aggregations.