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Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 is a cloud-based business applications platform that provides customer relationship management (CRM). You can land CRM data from Microsoft Dynamics 365 as a data source when landing or replicating data.

For more information about the API, see Web API types and operations.

The following Microsoft Dynamics 365 modules are supported:

  • Sales

  • Marketing

  • Customer Service

  • Field Service

  • Project Service Automation

Only standard objects are supported.

Metadata discovery is dynamic and based on the datasets used in your application.

Supported update methods

For more information, see Una panoramica dei metodi di aggiornamento della destinazione.

Landing tasks:

  • Change data capture (CDC)

  • Reload and compare

Replication tasks:

  • Change data capture (CDC) using Change Tables

  • Full load

Landing data in a data lake tasks:

  • Change data capture (CDC)

  • Reload

When using CDC, you must enable Change Tracking in Microsoft Dynamics 365 for all entities that need to be replicated.

  • Out of the box entities are enabled by default.

  • You can enable custom entities by navigating to the relevant Entity Definition page of your entity and selecting Change Tracking.

For more information, see Enable change tracking for entities.

Preparing for authentication

To access your Microsoft Dynamics 365 CRM data, you need to authenticate the connection with your account credentials.

Nota informaticaThis requires administrator access to the Microsoft Dynamics 365 CRM account.

  1. Go to https://portal.azure.com/#blade/Microsoft_AAD_RegisteredApps/ApplicationsListBlade and click New registration.

  2. Set Name to Qlik

  3. Set the redirect URL to https://connector.qlik.com/auth/oauth/v3.htm.

  4. Click Register.

  5. Copy the Application ID to Client ID in the connection settings.

  6. Go to the API permissions tab, click Add a permission, and select Microsoft Graph.

  7. Click Delegated permissions and select Offline_access.

  8. Click Add permissions.

  9. Click Add a permission.

  10. Click Dynamics CRM.

  11. Click Permissions, and select user_impersonation.

  12. Click Add permissions.

  13. Click Grant admin consent for... and thenclick Yes.

  14. Click Certificates & secrets.

  15. Click New client secret, and select Never or set the expiry as far in the future as possible.

  16. Click Add.

Value contains your client secret that you can copy to Client Secret in the connection. You may also want to record the client secret for future use.

Nota informaticaMake sure that the account you use has read access to the tables you want to fetch.

Creating the connection

For more information, see Connessione alle applicazioni SaaS.

  1. Click Authenticate when you have filled in the required connection settings.

    You may be asked to log in to the source application.

    A window is displayed with an authentication code.

  2. Copy the code to the clipboard and return to the connection dialog.

  3. Paste the code in Complete authentication with the code provided by the source and click Verify.

    Nota di suggerimentoYou may need to scroll down to see this field.

    When status is Verified,the authentication is verified.

  4. Provide a name for the connection in Connection name.

  5. Select Open connection metadata to define metadata for the connection when it has been created.

Connection settings
Setting Description
Data gateway

Selezionare un Gateway di Data Movement se richiesto dal proprio caso di utilizzo.

Nota informatica

Questo campo non è disponibile con la sottoscrizione a Avvio Qlik Talend Cloud, poiché non supporta il Gateway di Data Movement. Se si dispone di un altro livello di sottoscrizione e non si desidera utilizzare il Gateway di Data Movement, selezionare Nessuno.

Per informazioni sui vantaggi del Gateway di Data Movement e quando è richiesto, vedere Qlik Data Gateway - Spostamento dati.
Client ID Client ID. Application ID for the application you created.
Client Secret Client secret. You can find your client secret on the application page. on the Certifications and secrets tab.
Authorization Endpoint Authorization endpoint. You can find your authorization endpoint on the application page. Click Endpoints, and copy the value in OAuth 2.0 authorization endpoint (v1).
Token Endpoint Token endpoint. You can find your token endpoint on the application page. Click Endpoints, and copy the value in OAuth 2.0 token endpoint (v1).
Service Root URL

Service root URL. To find the service root URL:

  1. Go to your Microsoft Dynamics 365 CRM instance and click Settings or Advanced Settings.

  2. At the top of the page next to Settings, click the downwards-facing arrow and select Customizations.

  3. Click Developer Resources.
Resource

Resource. Use the first part of your Service Root URL.

Example: https://example.crm.dynamics.com

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