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.

• For more information about connecting to SaaS applications, see SaaS 응용 프로그램에 연결.

• Depending on your use case, you might need to install 데이터 이동 게이트웨이 to move data from SaaS applications. For more information, see 데이터 이동 게이트웨이는 언제 필요합니까?.

Supported update methods

For more information, see 대상 업데이트 방법 개요.

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.

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.

Creating the connection

For more information, see SaaS 응용 프로그램에 연결.

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.

   팁 메모You 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.