FastStats plugin configuration

To configure an upload table:

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

   

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

   

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

   

   The edit Microsoft Dynamics Table window opens.

4. Enter the Microsoft Dynamics Table Name new_faststatsprospects, which we created in MS Dynamics, the Table Name must match the Table Name in Dynamics 365.

   

   Tip: You can obtain the Organisation and Domain (Service Root URL) details. Organization Unique Name can be found from Dynamics CRM in Settings > Customizations > Developer Resources.

   The organisation you can find here.

   

   

   The domain you can find here.

   

   

   The App Id and Redirect Uri is 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 of an Organisation Service URL from Microsoft Dynamics which is hosted in a Windows Azure Virtual Machine.

   http://faststatscrm.cloudapp.net/AptDynCRMDev/XRMServices/2011/Organization.svc

   

   If you want to add repeated text into each record of the data you upsert, then you can add Additional Fields by clicking the Add button to create an additional field, e.g. FS Owner.

See Add an additional field for repeated text.