Microsoft Dynamics CRM V2
The Qlik Microsoft Dynamics CRM V2 Connector lets you select and load data from your Microsoft Dynamics CRM account by running FetchXML queries and loading the results directly into your Qlik Sense applications. You can also onboard JIRA data to Qlik Cloud Data Integration.
The connector can fetch data from the following Microsoft installations and services:
- Microsoft Dynamics 365 data (online)
Ways to access your data
To access your Microsoft Dynamics CRM data, you will need to authenticate the connector with your Microsoft account credentials. After you create a connection, select Microsoft Dynamics CRM V2 as your data source, enter the base URL, ex. https://YOUR-DOMAIN.crm.dynamics.com, and select Authenticate. You are redirected to a Microsoft login page. Log in with your credentials to retrieve an authentication code, and enter it into the connector.
Creating a data source connection
Loading data from tables
After you authenticate with the connector, you can use the following tables to select and load data.
In Qlik Sense, some tables are only available in the Data load editor, and are not available in the Add data interface. They are indicated below by the DLE Only column.
|ListEntities||Data load editor||Use this table to return a complete list of all the entity set names available for the organization. The preview is limited to 50 results.|
|FetchXML||Data manager and Data load editor||Use this table to run a FetchXML query that selects data from your Microsoft Dynamics CRM account and creates a data load script. You must specify the Entity set name to submit a query.|
FetchXML is a proprietary query language that is used in Microsoft Dynamics CRM. It is based on a schema that describes the capabilities of the language. For reference on how to construct a FetchXML query, see the FetchXML documentation.
Use FetchXML to construct a query
To select and load data from a table, enter the required table parameters and click Preview data. Required parameters are marked with an asterisk (*). The table fields are displayed under the Data preview tab. You can select fields individually by selecting the box beside each field name. Select Insert script after you have made your selection.
Creating a connection and selecting data
Reference - Microsoft Dynamics CRM V2 developer documentation
You can refer to the Microsoft Dynamics API documentation to learn more about the requirements and restriction imposed by the Web API.
You receive an error message that you have reached the API rate limit
You have exceeded the API limits that are imposed on the Qlik Web Connectors by the Microsoft Dynamics CRM Web API.
To reduce the impact of reaching the API rate limits, develop your app with the following in mind:
- Extract only the data you need.
- Reload one Microsoft Dynamics CRM-based application at a time.
- Ensure that loops in your script that make API calls will not result in infinite loops.