Automated Continuous Dynamics CRM Replication to Azure SQL

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Dynamics CRM data into your Azure SQL instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure Azure as a Replication Destination

Using CData Sync, you can replicate Dynamics CRM data to Azure SQL. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select Azure SQL as a destination.
3. Enter the necessary connection properties. To connect to Azure SQL, set the following:
   • Server: The address of the server hosting the Azure SQL database.
   • User: The username provided for authentication with the Azure SQL database.
   • Password: The password provided for authentication with the Azure SQL database.
   • Database: The name of the Azure SQL database.

   Java Edition

   The Java version requires the Microsoft SQL Server JDBC Driver, which can be downloaded from the Microsoft Download Center. Copy the JDBC driver to the lib folder of your Java Web server to make a connection.

4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Configure the Dynamics CRM Connection

You can configure a connection to Dynamics CRM from the Connections tab. To add a connection to your Dynamics CRM account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Dynamics CRM).
3. Configure the connection properties.
   
   

   Dynamics CRM では、インスタンスごとに接続文字列の設定が必要です。 Authentication セクションでは、有効なDynamics CRM のUser、Password の入力、およびDynamics CRM Server Organization root のURL を設定します。さらに、CRMVersion プロパティに、'CRM2011+' もしくは'CRMOnline' を設定します。IFD コンフィグレーションもサポートされていますので、InternetFacingDeployment をTRUE に設定してください。

   また、Security Token Service（STS）、もしくはAD FS エンドポイントをSTSURL プロパティに設定することもできます。 この値はGetSTSUrl ストアドプロシージャで取得できます。 Office 365 ユーザーはデフォルトSTS URL にCRMVersion の設定だけで接続することができます。

4. Click Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Transform feature to customize your replication. The Transform feature allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. To customize your replication, click the Transform button in the Tables section and customize the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 15 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Dynamics CRM data to Azure SQL.