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Automated Continuous Dynamics 365 Replication to Amazon S3
Use CData Sync for automated, continuous, customizable Dynamics 365 replication to Amazon S3.
Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Dynamics 365 data into your Amazon S3 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 S3 as a Replication Destination
Using CData Sync, you can replicate Dynamics 365 data to Amazon S3. To add a replication destination, navigate to the Connections tab.
- Click Add Connection.
- Select the Destinations tab and locate the Amazon S3 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 Amazon S3 connector. For more information about installing new connectors, see Connections in the Help documentation.
To connect to Amazon S3, provide the credentials for an administrator account or for an IAM user with custom permissions: Set AccessKey to the access key ID. Set SecretKey to the secret access key.
Note: Though you can connect as the AWS account administrator, it is recommended to use IAM user credentials to access AWS services.
To obtain the credentials for an IAM user, follow the steps below:
- Sign into the IAM console.
- In the navigation pane, select Users.
- To create or manage the access keys for a user, select the user and then select the Security Credentials tab.
To obtain the credentials for your AWS root account, follow the steps below:
- Sign into the AWS Management console with the credentials for your root account.
- Select your account name or number and select My Security Credentials in the menu that is displayed.
- Click Continue to Security Credentials and expand the Access Keys section to manage or create root account access keys.
- Once connected, click Create & Test to create, test and save the connection.
You are now connected to Amazon S3 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.
In this article, we will demonstrate how to load Dynamics 365 data into Amazon S3 and utilize it as 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 Amazon S3, 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.
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 Amazon S3.
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 have seen how to replicate Dynamics 365 data into Amazon S3, visit our CData Sync page to explore more about CData Sync 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.
