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Dynamics 365 CE (Direct)

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Connector Details

Connector AttributesDetails
NameDynamics 365 CE (Direct)
DescriptionDynamics 365 Customer Engagement (CE), formerly known as Dynamics CRM, is a comprehensive customer relationship management (CRM) platform developed by Microsoft. It offers a suite of integrated applications and services designed to help businesses manage customer interactions, streamline sales, automate marketing processes, and deliver exceptional customer service. Dynamics CE enables organizations to centralize customer data, track interactions across multiple channels, and gain insights to drive informed decision-making and personalized engagement strategies. With features such as sales automation, marketing automation, customer service management, and customizable dashboards and reports, Dynamics CE empowers businesses to build strong customer relationships, increase sales productivity, and drive business growth.
Connector TypeClass D

Features

Feature NameFeature Details
Load StrategiesFull Load, Incremental Load
Metadata ExtractionSupported
Data AcquisitionSupported
Data PublishingSupported
Automated Schema Drift HandlingNot Supported

Source Connection Attributes

Connection ParametersData TypeExample
Connection NameStringDynamics365CEConnector
Dynamics URLStringhttps://your-dynamics-instance.crm.dynamics.com
Azure Tenant IDStringyour-azure-tenant-id
OAuth Client IDStringyour-oauth-client-id
OAuth Client SecretStringyour-oauth-client-secret
Client Details Secret Name (Optional)Stringyour-secret-name
Bronze Schema (Optional)String
Silver Schema (Optional)String

Connector Specific Configuration Details

  1. Dynamics 365 FO (Dataverse via Synapse Link) connector has optional values such as Bronze Schema and Silver Schema

  2. These connectors service both the CRM and FnO ERPs of Dynamics 365. The only difference in implementation is in the dynamics_erp portion of the connection string.

  3. The extraction piece inherits the CData JDBC base class. Just overloading the configure secrets method to build the connection string from the JSON object.

  4. The publishing side implements it's own class. The class features are largely borrowed from the DDU workflow.

  5. The Log Table gives more fine-grained information about failures that can be achieved in the standard publish metrics.

  6. Each record is pushed independently to the target in parallel using multi-threading. Failed records are moved to the quarantine database along with metadata about the operation and the failure.

  7. Example for Dynamics - CE connection string:

    '{"dynamics_erp": "dynamicscrm", "dynamics_url": "my.crm.dynamics.com", "azure_tenant": "abc-123", "client_id": "my_client_id", "client_secret": "my_client_secret", "extra_clients_secret_name": "ddu-publishing-secrets"}'

  8. More details around this connector

Screenshot To Use Connector

Updated 8 months ago