Microsoft Dynamics CRM Events Update Requirements
The following table provides a list of events in Microsoft Dynamics CRM and the required source refresh type to be scheduled or performed in the related Dynamics source(s).
Example: You share a record with a user, so you perform a source full refresh for the security permission change to be retrieved by the connector.
Events with an asterisk (*) character also require an update of the security cache
Some events have no effect on security permissions and thus do not require a source refresh nor a security cache update.
Note: CES 7.0.7711+ (June 2015) The incremental refresh supports email and Sale Literature out-of-the-box attachments modifications (addition, edition). The source full refresh and rebuild support the deletion of email and Sale Literature out-of-the-box attachments starting with the same release.
|Event Name||Minimal Required Source Refresh Type||Security Cache Update|
|Incremental Refresh||Full Refresh/Rebuild|
|Add a comment on an article|
|Add a new record|
Add attachment on email
Add attachment on Sale Literature
|Change hierarchy security manager/position|
Change ownership of a record
|Delete a related entity|
|Enable/Disable hierarchy security|
|Modify a record|
|Modify a related entity record|
|Modify an entity's metadata|
Modify attachment on Sale Literature
|Submit/Approve/Unpublish a KB Article|
|Update a comment on an article|
Delete attachment on email
Delete attachment on Sale Literature
|Delete a comment on an article.|
|Delete a sharing permission on a record|
|Share a record|
|Change the role of a user|
|Change user of business unit|
|Modify manager/position of a user|
|Modify position hierarchy|
|Auditing is enabled/disabled for an entity|
|Auditing is enabled/disabled on the organization|