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:

• Sales

• Marketing

• Customer Service

• Field Service

• Project Service Automation

Only standard objects are supported.

• 有关连接 SaaS 应用程序的更多信息，请参阅连接到 SaaS 应用程序。

• 必须安装 数据移动网关 才能移动 SaaS 应用程序中的数据。有关更多信息，请参阅Qlik 数据网关 - 数据移动。

支持的更新方法

有关更多信息，请参阅更改处理。

登陆任务：

• 更改数据捕获 (CDC)

• 重新加载并比较

复制任务：

• 使用变更表更改数据捕获 (CDC)

• 满负载

在数据湖任务中登陆数据：

• 更改数据捕获 (CDC)

• 重新加载

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

1. 填写完所需的连接设置后，单击身份验证。

   您可能会被要求登录源应用程序。

   将显示一个带有身份验证代码的窗口。

2. 将代码复制到剪贴板，然后返回到连接对话框。

3. 粘贴使用源提供的代码完成身份验证中的代码，然后单击验证。

   提示注释您可能需要向下滚动才能查看此字段。

   当状态为已验证时，身份验证即被验证。

4. 在连接名称中提供连接的名称。

5. 选择打开连接元数据以定义创建连接时的元数据。