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.
The following Microsoft Dynamics 365 modules are supported:
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Sales
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Marketing
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Customer Service
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Field Service
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Project Service Automation
Only standard objects are supported.
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For more information about connecting to SaaS applications, see SaaS uygulamalarına bağlanma.
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Data Gateway - Veri Hareketi must be installed to land or replicate data from SaaS applications. For more information, see Qlik Data Gateway - Veri Hareketi.
Supported update methods
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Change data capture (CDC)
Landing or replication starts with a full load. The data is then kept up-to-date using incremental loading based on date fields.
- Reload and compare
This extracts the entire data set from the source and reloads it to your target. You can schedule periodic reloads to keep the data up-to-date.
For more information, see İşlemi değiştir.
When using CDC, you must enable Change Tracking in Microsoft Dynamics 365 for all entities that need to be replicated.
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Out of the box entities are enabled by default.
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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.
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Go to https://portal.azure.com/#blade/Microsoft_AAD_RegisteredApps/ApplicationsListBlade and click New registration.
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Set Name to Qlik
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Set the redirect URL to https://connector.qlik.com/auth/oauth/v3.htm.
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Click Register.
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Copy the Application ID to Client ID in the connection settings.
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Go to the API permissions tab, click Add a permission, and select Microsoft Graph.
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Click Delegated permissions and select Offline_access.
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Click Add permissions.
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Click Add a permission.
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Click Dynamics CRM.
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Click Permissions, and select user_impersonation.
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Click Add permissions.
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Click Grant admin consent for... and thenclick Yes.
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Click Certificates & secrets.
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Click New client secret, and select Never or set the expiry as far in the future as possible.
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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
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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.
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Copy the code to the clipboard and return to the connection dialog.
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Paste the code in Complete authentication with the code provided by the source and click Verify.
İpucu notuYou may need to scroll down to see this field.When status is Verified,the authentication is verified.
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Provide a name for the connection in Connection name.
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Select Open connection metadata to define metadata for the connection when it has been created.
| Setting | Description |
|---|---|
| Gateway |
Select a Veri Hareketi ağ geçidi to use when replicating data. |
| 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:
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| Resource |
Resource. Use the first part of your Service Root URL. Example: https://example.crm.dynamics.com |