Microsoft Dynamics 365 CRM V2
Microsoft Dynamics 365 is a cloud-based business applications platform that provides customer relationship management (CRM). You can use Microsoft Dynamics 365 CRM as a data source when landing or replicating data.
Microsoft Dynamics 365 CRM integration replicates data using the Dynamics 365 Web API.
Consulte la sección Esquema para ver una lista de objetos disponibles para replicación.Preparing for authentication
To access your data, you need to authenticate the connection with your account credentials.
To retrieve your credentials:
- Log into your Microsoft Azure account.
- Click New registration.
- Set Name to Precog.
- Set the redirect URL to https://precog.cloud and click Register.
- Copy the Application (client) ID and paste it into a secured file.
- Click Endpoints.
- Copy the value in OAuth 2.0 authorization endpoint (v1) — this is your Authorization Endpoint — and paste it into a secured file.
- Copy the value in OAuth 2.0 token endpoint (v1) — this is your Token Endpoint — and paste it into a secured file.
- Click API permissions.
- Click Add a permission > Microsoft Graph > Delegated permissions, select offline_access, and click Add permissions.
- Click Add a permission > Dynamics CRM, select user_impersonation, and click Add permissions.
- Click Grant admin consent for... and click Yes. If you do not have administrator rights, ask your Azure Active Directory administrator to grant consent.
- Click Certificates & secrets > New client secret, set the expiry to Never, and click Add.
Copy the Value — this is your Client Secret — and paste it into a secured file.
- In your Dynamics CRM instance, navigate to Settings > Customizations > Developer Resources.
Copy the Service Root URL and paste it into a secured file.
Creating the connection
Para más información, vea Conectar con aplicaciones SaaS.
- Rellene las propiedades de conexión necesarias.
Proporcione un nombre para la conexión en Nombre de la conexión.
Seleccione Abrir metadatos de conexión para definir metadatos para la conexión cuando se haya creado.
Haga clic en Crear.
| Setting | Description |
|---|---|
| Data gateway | Seleccione una Data Movement gateway si su caso de uso así lo requiere. Nota informativa Este campo no está disponible con la suscripción Qlik Talend Cloud Starter porque Data Movement gateway no se admite. Si tiene otro nivel de suscripción y no desea utilizar Data Movement gateway, seleccione Ninguna. Para obtener información sobre las ventajas de Data Movement gateway y los casos de uso que lo requieren, consulte Pasarela de movimiento de datos de Qlik. |
| Client ID | Client ID. |
| Authorization Endpoint | Authorization endpoint. |
| Token Endpoint | Token endpoint. |
| Client Secret | Client secret. |
| Service Root URL | Service root URL. |
| Resource | The first part of your Service Root URL.
Example: https://example.crm.dynamics.com |
Schema
Schemas and naming conventions can change from version to version. Verify your version before continuing.
The schema information displayed below is for version 2.
Datasets are discovered dynamically from the Microsoft Dynamics 365 CRM metadata endpoint. All standard Dynamics 365 entities are supported.
Depending on your destination, table and column names may not appear as they are outlined below.
| Replication Method | CDC |
| Replication Key | modifiedOn |