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.
請參閱 Schema 區段以取得可用於複寫的物件清單。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
如需詳細資訊，請參閱連線到 SaaS 應用程式。
- 填寫所需的連線屬性。
在連線名稱中提供連線名稱。
選取開啟連線中繼資料以在建立後定義連線的中繼資料。
按一下建立。
| Setting | Description |
|---|---|
| Data gateway | 如您的使用情況有需要，選取 資料移動閘道。 資訊備註 此欄位無法用於 Qlik Talend Cloud 啟動器 訂閱，因為不支援 資料移動閘道。若您有另一個訂閱層級且不想使用 資料移動閘道，選取無。 如需關於 資料移動閘道 福利的資訊以及需要此項的使用案例，請參閱 Qlik 資料閘道 - 資料移動。 |
| 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 |