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.
请参阅架构部分以获取可用于复制的对象列表。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
有关更多信息，请参阅连接到 SaaS 应用程序。
- 填写所需的连接属性。
在连接名称中提供连接的名称。
选择打开连接元数据以定义创建连接时的元数据。
单击创建。
| Setting | Description |
|---|---|
| Data gateway | 如果您的用例需要，请选择一个 数据移动网关。 信息注释 此字段不适用于 Qlik Talend Cloud Starter 订阅，因为它不支持 数据移动网关。如果您有另一个订阅层并且不想使用 数据移动网关，请选择无。 有关 数据移动网关 的优势和需要它的用例的信息，请参阅Qlik 数据网关 - 数据移动。 |
| 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.
The schema information displayed below is for version 2.
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 |