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Get the Report →Replicate Multiple Dynamics 365 Accounts
Replicate multiple Dynamics 365 accounts to one or many databases.
CData Sync is a stand-alone application that provides solutions for a variety of replication scenarios such as replicating sandbox and production instances into your database. CData Sync includes a web-based interface that makes it easy to manage multiple Dynamics 365 connections. In this article we show how to use the web app to replicate multiple Dynamics 365 accounts to a single database.
Configure the Replication Destination
Using CData Sync, you can replicate Dynamics 365 data to any number of databases, both cloud-based and on-premises. To add a replication destination, navigate to the Connections tab.
- Click Add Connection.
- Select a destination and enter the necessary connection properties. In this article, we use SQLite.
- Enter the necessary connection properties. To replicate Dynamics 365 to a SQLite database, enter a file path in the Data Source box.
- Click Test Connection to ensure that the connection is configured properly.
- Click Save Changes.
Configure Dynamics 365 Connections
You can configure connections to Dynamics 365 from the Connections tab. To add a connection to one of your Dynamics 365 accounts, navigate to the Connections tab. For each Dynamics 365 account you wish to replicate, do the following:
- Click Add Connection.
- Select a source (Dynamics 365).
- Configure the connection properties.
Edition and OrganizationUrl are required connection properties. The Dynamics 365 connector supports connecting to the following editions: CustomerService, FieldService, FinOpsOnline, FinOpsOnPremise, HumanResources, Marketing, ProjectOperations and Sales.
For Dynamics 365 Business Central, use the separate Dynamics 365 Business Central driver.
OrganizationUrl is the URL to your Dynamics 365 organization. For instance, https://orgcb42e1d0.crm.dynamics.com
- Click Connect to ensure that the connection is configured properly.
- Click Save Changes.
Configure Queries for Each Dynamics 365 Instance
CData Sync enables you to control replication with a point-and-click interface and with SQL queries. To configure a replication, 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 a SQL query to customize your replication. The REPLICATE statement is a high-level command that caches and maintains a table in your database. You can define any SELECT query supported by the Dynamics 365 API. To customize your replication, click Add Custom Query in the Tables section and define the Query Statement.The statement below caches and incrementally updates a table of Dynamics 365 data:
REPLICATE GoalHeadings;
You can specify a file containing the replication queries you want to use to update a particular database. Separate replication statements with semicolons. The following options are useful if you are replicating multiple Dynamics 365 accounts into the same database:
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Use a different table prefix in the REPLICATE SELECT statement:
REPLICATE PROD_GoalHeadings SELECT * FROM GoalHeadings;
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Alternatively, use a different schema:
REPLICATE PROD.GoalHeadings SELECT * FROM GoalHeadings;
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 10 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 the data from your different Dynamics 365 accounts.