Adding a Dynamics 365 Connection to the Connection Library in Ouvvi

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.

Connecting from 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.

Open Project

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.

Ouvvi Connection DS

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 .

Upload a Connection File

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 Settings > Connection Library. Then click onto the Upload Connection button.

Now browse for your connection file. The default location of your local connection library is: C:\ProgramData\Simego\DataSyncStudio30\Registry.

Upload Connection

Once you are done your connection will be uploaded.

Update Connection Library

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.

Make sure to close the project without saving otherwise you will loose any additional project settings such as FetchXML filters because the connection will be overwritten.

Connection Library Tab