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Automated Continuous Dynamics 365 Replication to Amazon Redshift
Use CData Sync for automated, continuous, customizable Dynamics 365 replication to Amazon Redshift.
Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Dynamics 365 data into your Amazon Redshift instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.
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 Amazon Redshift as a Replication Destination
Using CData Sync, you can replicate Dynamics 365 data to Amazon Redshift. To add a replication destination, navigate to the Connections tab.
- Click Add Connection.
- Select Amazon Redshift as a destination.
- Enter the necessary connection properties. To connect to Amazon Redshift, set the following:
- Server: Set this to the host name or IP address of the cluster hosting the Database you want to connect to.
- Port: Set this to the port of the cluster.
- Database: Set this to the name of the database. Or, leave this blank to use the default database of the authenticated user.
- User: Set this to the username you want to use to authenticate to the Server.
- Password: Set this to the password you want to use to authenticate to the Server.
You can obtain these values in the AWS Management Console:
- Open the Amazon Redshift console.
- On the Clusters page, click the name of the cluster.
- On the Configuration tab, obtain the properties from the Cluster Database Properties section. The connection property values will be the same as the values set in the ODBC URL.
- Click Test Connection to ensure that the connection is configured properly.
- Click Save Changes.
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 ensure that the connection is configured properly.
- 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 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.
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 your Dynamics 365 data to Amazon Redshift.
