Dynamics V2 Package Documentation

Table of Contents

The documentation is organized into three major sections, each addressing different aspects of working with the Dynamics V2 library:

1. Getting Started Guide →
   Essential information for new users, including installation procedures, basic configuration, and introductory examples to help you begin using the library effectively. This section walks you through your first implementation and explains core concepts.

2. Advanced Configuration Guide →
   Detailed exploration of the library's configuration options, from performance tuning to debugging features. This section helps you optimize the library for your specific use case and understand the impact of each setting.

3. Understanding the Processing Pipeline →
   Learn how your data flows through the library's four-stage pipeline, from initial load through final processing. This section explains each stage's purpose and interaction, helping you understand how the library efficiently handles data transformations, parallel processing, and resource management to ensure reliable synchronization with Dynamics CRM.

4. Understanding the Connection Management System →
   Deep dive into how the library manages connections to Dynamics CRM, including connection pooling, service principal rotation, and parallel processing. This section explains how to scale your implementation effectively while maintaining reliable performance.

5. Understanding Rate Limit Handling →
   Comprehensive explanation of how the library handles Dynamics CRM's rate limits through its two-layer retry system. This section covers both immediate and deferred retry mechanisms, helping you understand how the library maintains throughput while respecting system constraints.

6. Troubleshooting Guide →
   Practical guidance for diagnosing and resolving common issues, including detailed explanations of error messages, logging capabilities, and performance optimization techniques. This section helps you maintain and optimize your implementation over time.

Key Vocabulary & Concepts

Understanding the fundamental concepts and terminology used throughout the Dynamics V2 library is essential for effective implementation. This section covers the core concepts that form the foundation of the library's functionality.

Operation Modes

The library supports several operation modes, each designed for specific data synchronization scenarios:

Insert Mode

Insert mode is specifically designed for creating new records in the target system.

Key features include:

• Optional optimized bulk loading with configurable batch sizes
• Parallel processing for improved performance
• Built-in data validation and error handling

Upsert Mode

Upsert mode combines insert and update operations into a single, intelligent process. This mode automatically determines whether each record should be created as new or updated based on sophisticated matching logic. It supports both ID-based and business key-based matching strategies, allowing for flexible implementation based on your specific needs.

Key features include:

• Smart record matching using configurable key fields
• Optimized change detection to minimize unnecessary updates
• Support for complex matching criteria
• Efficient handling of large datasets through batching