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Processing and inserting data into Microsoft Dynamics CRM

This scenario aims at helping you set up and use connectors in a pipeline. You are advised to adapt it to your environment and use case.

Example of a pipeline created from the instructions below.

Procedure

  1. Click Connections > Add connection.
  2. In the panel that opens, select the type of connection you want to create.

    Example

    MS Dynamics CRM
  3. Select your engine in the Engine list.
    Information noteNote:
    • It is recommended to use the Remote Engine Gen2 rather than the Cloud Engine for Design for advanced processing of data.
    • If no Remote Engine Gen2 has been created from Talend Management Console or if it exists but appears as unavailable which means it is not up and running, you will not be able to select a Connection type in the list nor to save the new connection.
    • The list of available connection types depends on the engine you have selected.
  4. Select the type of connection you want to create.
    Here, select Azure Dynamics 365.
  5. Fill in the connection properties to access your Microsoft CRM account as described in Dynamics 365 properties, check the connection and click ADD DATASET.
    Edit connection properties menu that let you access the add dataset icon.
  6. In the Add a new dataset panel, name your dataset. In this example, the entity named contacts is used.

    Example

    CRM dataset
  7. Fill in the required properties to retrieve the data of the entity set located in your Microsoft CRM account and click View sample to see a preview of your dataset sample.
  8. Click Validate to save your dataset.
  9. Do the same to add the Test connection and dataset that will be used as source in your pipeline to populate the CRM.
    In this example, a dataset with the following CSV schema is used:
    CSV Schema:
firstname;lastname;assistantname;business;callback;childrensnames;company;birthdate
Values:
n/a;n/a;E_VE;Energy;n/a;null;Axiom;30-07-2008
Miranda;Priestly;Emmy_Charlton;Fashion;null;n/a;Runway;26-05-1985
Miranda;Priestly;Andy_Sachs;Fashion;null;n/a;Runway;27-09-1995
Jay;Twistle;Chris_Gardner;Finance;null;n/a;Dean Witter Reynolds;25-12-1978
Don;Draper;Peggy_Olsen;Advertising;null;n/a;Sterling Cooper;19-07-1994
Bradford;Meade;Betty_Suarez;Fashion;null;n/a;Mode;28-09-1998
Franklin;Hart;Doralee_Rhodes;n/a;null;n/a;Consolidated Companies;12-12-1980
  10. Click Add pipeline on the Pipelines page. Your new pipeline opens.
  11. Give the pipeline a meaningful name.

    Example

    Processing & inserting data into Microsoft Dynamics CRM
  12. Click ADD SOURCE and select your source dataset, DRM data input in the panel that opens.
  13. Click add processor to add processors to the pipeline, for example a Split processor to split the assistant full name records in two parts.
    In the Output data preview, a split version of the assistant full name record is added.
  14. Click add processor to add a Field selector processor to select and rename the specific fields you want to insert in the CRM.

    Here, only the firstname, lastname, company, birthdate, childrensnames and assistant name records are kept (assistantname_split_2 being renamed to assistantname to match the CRM record syntax):

    The first name and last name columns appear in the Output data preview.
  15. Before sending the data to your CRM, add a Type converter processor to convert the birthdate record to a Date type.

    Here, the birthdate record that had a String type is converted to a Date type using the format dd-MM-yyyy:

    The birthdate data convert from String type to Date type in the Output data preview.
  16. Click the ADD DESTINATION item on the pipeline to open the panel allowing to select the CRM dataset in which your output data will be inserted.
  17. In the Configuration tab of the destination, click Main and select Insert in the Action list to insert the data into the existing dataset when executing the pipeline.
  18. Click Save to save your configuration.
  19. On the top toolbar of Talend Cloud Pipeline Designer, click the Run button to open the panel allowing you to select your run profile.
  20. Select your run profile in the list (for more information, see Run profiles), then click Run to run your pipeline.

Results

Your pipeline is being executed, the data has been processed and cleaned and the output flow is inserted into the Microsoft CRM dataset you have defined.

You can log in your Microsoft Dynamics account to see the contacts that you have inserted.
The first name and last name columns appear in the Newest contact list on Microsoft Dynamics 365.

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