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.
See the Schema section for a list of objects available for replication.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 obter mais informações, consulte Conectando-se a aplicativos SAP.
- Preencha as propriedades de conexão obrigatórias.
Forneça um nome para a conexão em Nome da conexão.
Selecione Abrir metadados de conexão para definir metadados para a conexão quando ela for criada.
Clique em Criar.
| Setting | Description |
|---|---|
| Data gateway | Selecione um Gateway Data Movement se for necessário para seu caso de uso. Nota informativa Esse campo não está disponível com a assinatura do Iniciante do Qlik Talend Cloud, pois esta não é compatível com o Gateway Data Movement. Se você tiver outro nível de assinatura e não quiser usar o Gateway Data Movement, selecione Nenhum. Para obter informações sobre os benefícios do Gateway Data Movement e casos de uso que exigem isso, consulte Qlik Data Gateway - Movimentação de dados. |
| 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.
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 |