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.

• 如需更多關於連線至 SaaS 應用程式的資訊，請參閱 連線到 SaaS 應用程式。

• 必須安裝 資料移動閘道 以從 SaaS 應用程式移動資料。如需詳細資訊，請參閱Qlik 資料閘道 - 資料移動。

支援的更新方法

如需詳細資訊，請參閱變更處理。

登陸任務：

• 變更資料擷取 (CDC)

• 載入並比較

複寫任務：

• 使用變更表格進行變更資料擷取 (CDC)

• 完整載入

在資料湖中登陸資料任務：

• 變更資料擷取 (CDC)

• 載入

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. 在您填入所需的連線設定時按一下驗證。

   可能會要求您登入來源應用程式。

   會顯示一個視窗，其中有驗證代碼。

2. 將代碼複製到剪貼簿並返回連線對話方塊。

3. 在使用來源提供的代碼完成驗證中貼上代碼並按一下驗證。

   提示備註您可能需要向下捲動以查看此欄位。

   若狀態是已驗證，代表已進行了驗證。

4. 在連線名稱中提供連線名稱。

5. 選取開啟連線中繼資料以在建立後定義連線的中繼資料。