MICROSOFT DYNAMICS 365 CRM
DATA INTEGRATION

 

Big and modern companies rely Microsoft Dymanics 365 for a holistic view of their customer data. Microsoft Dynamics CRM links all customer and business processes and supports a modern customer management with powerful functions. Thus, the Microsoft platform supports modern and digital customer communication with optimized processes and contributes to the productivity and collaboration of the company's employees.

 

Integrate and sync your Microsoft Dynamics CRM data with several external systems, on premises or in the cloud. Without any coding - just using the Layer2 Cloud Connector.

 

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Synchronization

 


Have your CRM data in sync with all your favourite tools. Without any coding! Access to your data from anywhere and at any time.

 

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Migration

 


Migrate your Microsoft CRM data to over 100 external apps and systems. The tool runs as a Windows Service locally in your network, on premises, or even on your own Azure Virtual Machine.

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Integration

 


Use our own customized providers to integrate Microsoft Dynamics 365 in the most common systems. But also other vendor-specific or 3rd party data providers are supported as well.

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Backup

 


Customer data is highly sensitive - a simple synchronization can provide a local backup of the cloud-based files. You can keep your data safe by using common backup tools.

 

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CONNECT YOUR Microsoft Dynamics 365 (CRM) STEP-BY-STEP

This "how-to-connect" documentation will explain the initial configuration of an example connection from Microsoft Dynamics CRM to a SharePoint Online List in Office 365 using OData. We will be synchronizing data stored in Microsoft Dynamics CRM.

 

This guide presupposes that you have installed the Layer2 Cloud Connector and that you are familiar with its basic functionality. The Layer2 Cloud Connector User Documentation will provide you with all necessary information.

Contents

1. Configuring Microsoft Dynamics CRM

2. Configuring the Layer2 Cloud Connector

2.1 Creating a new connection

2.2 Configuring the Data Entity 1

2.3 Configuring the Data Entity 2

2.4 Running your connection

3. Hints and known issues

3.1 Connection direction

3.2 Filters and queries

3.3 Inserts

1. Configuring Microsoft Dynamics CRM

To connect to Microsoft Dynamics CRM using OData you only need the URL to your Microsoft Dynamics CRM and a user e-mail with the rights to access the application. The URL needs the company name and the region where you are in. We are using the crm4. You can read more about it here.

 

Microsoft CRM building company API URL 

You also need the endpoint from the API you want to connect to. We are using the account endpoint. For more information about the endpoints, use the API reference.

 

An example URL of what it should look like: https://yourcompany.crm4.dynamics.com/api/data/v9.0/endpoint

 

Microsoft CRM API endpoint 

 

2. Configuring the Layer2 Cloud Connector

2.1. Creating a new connection

Create a new connection by using the Create New Connection option in the Actions pane (right-hand side). The new connection will appear at the bottom of the Connection Manager List (left-hand side). Click on your newly created connection to open the connection configuration settings.

 

Choose a meaningful name for your connection and replace the current "New Connection" Connection Title with it.

 

Connections to Microsoft Dynamics CRM can be bi-directional. An initial connection should always be uni-directional to assure that both data entities are identical before switching to bi-directional. Therefore, choose Left to Right as Direction. You can change this setting after your initial synchronization finished successfully.

 

Step 1 Microsoft Dynamics CRM connection setup.png

 

 

2.2. Configuring the Data Entity 1

We will now set up our Data Entities. Go to the data entity “Data Entity 1” to open the configuration settings.

 

Choose a Data Entity Title. It is recommended to give your entities meaningful names to maintain an overview when you decide to set up multiple connections.

 

Select the Data Provider for OData from the data provider list. You can search for OData by typing into the selection box.

 

Step 2 Microsoft Dynamics CRM integration source setup.png

 

For the Connection String, we need the information mentioned in step 1. You can copy the below connection string and adjust it to match your gathered information. Use the Verify Connection String option to evaluate if the provided connection string is valid.

 

 

URL=https://yourcompany.crm4.dynamics.com/api/data/v9.0/yourendpoint;Authentication=microsoft_modern_crm;[email protected];

 

 

  • "URL=https://yourcompany.region.dynamics.com/api/data/v9.0/endpoint;" this property must point to a valid Microsoft Dynamics CRM URL.
  • "Authentication=microsoft_modern_crm;" this property defines the authentication method.
  • "[email protected];" this property must be set to a user e-mail with rights to access the application.

 

Enter the user account's password into the Password field. The field masks the value for better security.

 

The Select Statement text box is used to define specific data queries. We will be gathering all top 5 results from our accounts endpoint. You can copy the below select statement and adjust it to match your needs. Save your changes by using the right-hand pane option Save Changes.

 

$select=*&$top=5

 

Step 2.5 Microsoft Dynamics CRM integration connection string setup.png

 

To check if all necessary columns are received, you can use the Preview Data option on the right-hand pane which will provide you with a pop-up window showing your sample data from your Microsoft Dynamics CRM entity.

 

 

Preview data of Microsoft Dynamics CRM integration.png

 

2.3. Configuring the Data Entity 2

We are going to send the data to a custom SharePoint Online list. It's required that you set up this list prior to the next steps. Your list should contain matching columns according to your source entity.

 

Use the left-hand pane to switch to the data entity "Data Entity 2". We will be using the Layer2 SharePoint Provider for this setup. 

 

For more information about the SharePoint provider visit:

https://www.layer2solutions.com/support/cloud-connector-faqs/layer2-csom-sharepoint-ado-net-provider.

 

You can copy the below Connection String which contains the minimum of required properties to connect to your custom SharePoint Online list.

 

URL=https://your_custom_sharepoint_list_url/AllItems.aspx;Authentication=Office365;[email protected];

 

  • "URL=https://your_custom_sharepoint_url/AllItems.aspx;" this property defines the URL of your custom list that will be addressed.
  • "Authentication=Office365;" this property will determine the authentication method used. Office 365 is the default authentication method to access Microsoft Office 365 / SharePoint Online. This method will not work in case of federation, e.g. ADFS. For further authentication methods, you can consult the provider specifications linked above.
  • "[email protected];" this property should describe the user you wish to connect to SharePoint to. 

 

Enter the password that belongs to the user account used in the connection string into the Password field. Save your changes by using the right-hand pane option Save Changes.

 

Step 3 Microsoft Dynamics CRM integration target setup.png

 

In the next step, we will configure our mapping settings. Click on the Mappings option on the left-hand pane. If your fields from SharePoint are named identical to the fields from your source system, the Enable Auto Mapping option will match those columns. Disabling this option allows you to match your columns as needed. We enabled auto-mapping in our setup. Save your changes by using the right-hand pane option Save Changes.

 

Step 4 Microsoft Dynamics CRM integration mapping.png

 

2.4. Running your connection

To run your connection switch back to the main connection configuration node and use the Run Now Button located on the bottom of the setup page. The Run Synchronization Toolbox will also display the synchronization process. 

 

Step 5 Microsoft Dynamics CRM data integration start.png

 

Below is a data preview of the information we have accessed in our source entity:

 

Microsoft Dynamics CRM integration ready.png

 

This will be the result in our SharePoint Online list after our initial successful synchronization:

 

Finished Microsoft Dynamics CRM integration.png

If you want to use a bi-directional synchronization, you can now switch your connection direction after our first initial synchronization run finished successfully. See section 3.1 for further information.

3. Hints and known issues

 

3.1. Connection direction

As far as tested, this connection supports uni-directional as well as bi-directional synchronizations. 

 

After adjusting the direction to bi-directional, you should check your Mappings settings again because some systems might include read-only columns that cannot be mapped directly.

 

We also recommend choosing a Conflict Resolution that matches your environment`s needs. You can find out more about the different conflict resolutions in our Layer2 Cloud Connector User Documentation.

3.2. Filters and queries

For more information about how to query your data see the OData system query options or some sample select statements here.

3.3. Inserts

If you insert new items in the CRM in some cases GUIDs must be provided. You can use the Cloud Connector replication key settings to generate these GUIDs automatically. For example, to provide an accountId, set this name to the replication key settings of the data entity.

 

 

 

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