Discover how a bimodal integration strategy can address the major data management challenges facing your organization today.
Get the Report →Replicate Multiple Dynamics 365 Accounts
Replicate multiple Dynamics 365 accounts to one or many databases.
CData Sync for Dynamics 365 is a stand-alone application that provides solutions for a variety of replication scenarios such as replicating sandbox and production instances into your database. Both Sync for Windows and Sync for Java include a command-line interface (CLI) that makes it easy to manage multiple Dynamics 365 connections. In this article we show how to use the CLI to replicate multiple Dynamics 365 accounts.
Configure Dynamics 365 Connections
You can save connection and email notification settings in an XML configuration file. To replicate multiple Dynamics 365 accounts, use multiple configuration files. Below is an example configuration to replicate Dynamics 365 to SQLite:
Windows
<?xml version="1.0" encoding="UTF-8" ?>
<CDataSync>
<DatabaseType>SQLite</DatabaseType>
<DatabaseProvider>System.Data.SQLite</DatabaseProvider>
<ConnectionString>OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;</ConnectionString>
<ReplicateAll>False</ReplicateAll>
<NotificationUserName></NotificationUserName>
<DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString>
<TaskSchedulerStartTime>09:51</TaskSchedulerStartTime>
<TaskSchedulerInterval>Never</TaskSchedulerInterval>
</CDataSync>
Java
<?xml version="1.0" encoding="UTF-8" ?>
<CDataSync>
<DatabaseType>SQLite</DatabaseType>
<DatabaseProvider>org.sqlite.JDBC</DatabaseProvider>
<ConnectionString>OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;</ConnectionString>
<ReplicateAll>False</ReplicateAll>
<NotificationUserName></NotificationUserName>
<DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString>
</CDataSync>
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
Configure Queries for Each Dynamics 365 Instance
Sync enables you to control replication with standard SQL. 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. 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:
You can use a different table prefix in the REPLICATE SELECT statement:
REPLICATE PROD_GoalHeadings SELECT * FROM GoalHeadings
Alternatively, you can use a different schema:
REPLICATE PROD.GoalHeadings SELECT * FROM GoalHeadings
Run Sync
After you have configured the connection strings and replication queries, you can run Sync with the following command-line options:
Windows
Dynamics365Sync.exe -g MyProductionDynamics365Config.xml -f MyProductionDynamics365Sync.sql
Java
java -Xbootclasspath/p:c:\sqlitejdbc.jar -jar Dynamics365Sync.jar -g MyProductionDynamics365Config.xml -f MyProductionDynamics365Sync.sql