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Replicate Multiple Dynamics 365 Accounts
Replicate multiple Dynamics 365 accounts to one or many databases.
CData Sync is a standalone application designed to support a variety of replication scenarios, such as replicating both sandbox and production instances into your database. It includes a web-based interface that simplifies the management of multiple Dynamics 365 connections. In this article, we demonstrate how to use the web app to replicate multiple Dynamics 365 accounts into a single database.
About Dynamics 365 Data Integration
CData simplifies access and integration of live Microsoft Dynamics 365 data. Our customers leverage CData connectivity to:
- Read and write data in the full Dynamics 365 ecosystem: Sales, Customer Service, Finance & Operations, Marketing, and more.
- Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
- Authenticate securely with Dynamics 365 in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.
- Use SQL stored procedures to manage their Dynamics 365 entities - listing, creating, and removing associations between entities.
CData customers use our Dynamics 365 connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources) or analyze live Dynamics 365 data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).
Getting Started
Configure Replication Destinations
Using CData Sync, you can replicate data from Dynamics 365 to any number of databases, both cloud-based and on-premises. In this example, we use SQLite as the replication destination to demonstrate the process. To add it as a destination, navigate to the Connections tab.
For each destination database:
- Click Add Connection.
- Select the Destinations tab and locate the SQLite connector.
- Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the SQLite connector. For more information about installing new connectors, see Connections in the Help documentation.
- To connect to SQLite, set the following connection properties:
- Connection Name: Enter a connection name of your choice.
- Data Source: Enter the path to the database. You can replicate to an existing database or to a new one. The application must have permission to access the database.
- Once connected, click Create & Test to create, test and save the connection.
You are now connected to SQLite and can use it as both a source and a destination.
NOTE: You can use the Label feature to add a label for a source or a destination.
Configure the Dynamics 365 Connection
You can configure a connection to Dynamics 365 from the Connections tab. To add a connection to your Dynamics 365 account, navigate to the Connections tab.
- 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 Dynamics 365 to ensure that the connection is configured properly.
- Click Save & Test to save the 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, navigate to the Task tab in the Job, click Add Tasks, choose the table(s) from the list of Dynamics 365 tables you wish to replicate into SQLite, and click Add Tasks again.
Customize Your Replication
You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication with the help of SQL queries.
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 the replication statements with semicolons. The following options are useful when replicating multiple Dynamics 365 accounts into the same database:
-
Use a different table prefix in the REPLICATE SELECT statement:
REPLICATE PROD_GoalHeadings SELECT * FROM GoalHeadings;
-
Alternatively, use a different schema:
REPLICATE PROD.GoalHeadings SELECT * FROM GoalHeadings;
Schedule Your Replication
Select the Overview tab in the Job, and click Configure under Schedule. You can schedule a job to run automatically by configuring it to run at 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 your Dynamics 365 data to disparate on-premises, cloud-based, and other databases.
Run the Replication Job
Once all the required configurations are made for the job, select the Dynamics 365 table you wish to replicate and click Run. After the replication completes successfully, a notification appears, showing the time taken to run the job and the number of rows replicated.
Free Trial & More Information
Now that you've seen how to replicate and configure multiple jobs to manage the replication of your Dynamics 365 data to various on-premises, cloud-based, and other databases, visit our CData Sync page to learn more and download a free 30-day trial. Start consolidating your enterprise data today!
As always, our world-class Support Team is ready to answer any questions you may have.
