Targets
The 2. Targets tab lists the systems the project writes to. Add a target with Add target and choose its type; Remove deletes the selected one. The list shows each target with the icon of its type.
| Setting | Meaning |
|---|---|
| Name | Unique name of the target. Formulas read from the target with LOOKUP("<name>", …), and the command line runner matches connection strings by this name. |
| Target type | Dataverse / Dynamics 365, SQL Server or CSV file (chosen when the target is added). |
| Connection | The environment, database or file. |
| Options… | Dataverse only: write options such as batch size, UTC dates, skipping empty or unchanged values and bypassing plug-ins. See Dataverse. |
| Writes to | What the steps write to; it decides which operations are possible (below). |
| Table (or procedure / workflow) | The table, view or stored procedure. Browse… lists them. |
Every target has an id (1, 2, 3, …), shown in the hint under the settings. Formulas can use the id instead of the name: LOOKUP(1, …).
What a target writes to
| Target type | Writes to | Operations |
|---|---|---|
| Dataverse | Table | Insert, update, upsert, delete |
| Dataverse | On-demand workflow | Execute: runs a workflow for a record (map WorkflowId and EntityId) |
| SQL Server | Table or view | Insert, update, upsert, delete |
| SQL Server | Stored procedure | Execute: calls the procedure with the mapped parameters |
| CSV file | CSV file | Insert: appends rows |
Target columns
Load columns reads the columns of the table, procedure or file and lists them with their type, display name, and whether they are required or read-only. The list feeds the column drop-downs of the Steps tab, marks unknown column names in red, and lets Validate check mappings.
A new CSV file has no columns yet: its header is written from the mapped columns of the first row.
Lookup-only targets
A target does not have to be written to. A target that no step uses can still be read by formulas, for example a SQL table of code mappings or a CSV file with translations:
LOOKUP("Country codes", "", "Code", "Name", country)LOOKUP(). Outside XrmToolBox, each of them needs a connection string.