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Automate Dynamics CRM Data Replication to Couchbase
Use CData Sync to Customize and automate Dynamics CRM data replication to Couchbase.
Always-on applications rely on automatic failover capabilities and real-time access to data. CData Sync integrates live Dynamics CRM data into your Couchbase 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 CRM Data Integration
CData simplifies access and integration of live Microsoft Dynamics CRM data. Our customers leverage CData connectivity to:
- Read and write data in the Dynamics CRM 2011+ Services and Dynamics CRM Online.
- Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
- Authenticate securely with Dynamics CRM 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.
CData customers use our Dynamics CRM 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 CRMa data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).
Getting Started
Configure Couchbase as a Replication Destination
Using CData Sync, you can replicate Dynamics CRM data to Couchbase. To add a replication destination, navigate to the Connections tab.
- Click Add Connection.
- Select the Destinations tab and locate the Couchbase 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 Couchbase connector. For more information about installing new connectors, see Connections in the Help documentation.
- To connect to Couchbase, set the following connection properties:
- Connection Name: Enter a connection name of your choice for the Couchbase connection.
- User: Enter the username that you use to authenticate to Couchbase.
- Password: Enter the password that you use to authenticate to Couchbase.
- Server: Enter the address of Couchbase server or servers to which you want to connect.
- Bucket: Enter the name of the bucket to which you want to replicate data.
- Port (Optional): Enter the port number for the Couchbase server. The default port value is 8091.
- Once connected, click Create & Test to create, test and save the connection.
You are now connected to Couchbase 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 CRM data into Couchbase and utilize it as a destination.
Configure the Dynamics CRM Connection
You can configure a connection to Dynamics CRM from the Connections tab. To add a connection to your Dynamics CRM account, navigate to the Connections tab.
- Click Add Connection.
- Select a source (Dynamics CRM).
- Configure the connection properties.
The connection string options meet the authentication and connection requirements of different Dynamics CRM instances. To connect to your instance, set the User and Password properties, under the Authentication section, to valid Dynamics CRM user credentials and set the Url to a valid Dynamics CRM server organization root. Additionally, set the CRMVersion property to 'CRM2011+' or 'CRMOnline'. IFD configurations are supported as well; set InternetFacingDeployment to true.
Additionally, you can provide the security token service (STS) or AD FS endpoint in the STSURL property. This value can be retrieved with the GetSTSUrl stored procedure. Office 365 users can connect to the default STS URL by simply setting CRMVersion.
- Click Connect to Dynamics CRM 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 CRM tables you wish to replicate into Couchbase, 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 CRM data to Couchbase.
Run the Replication Job
Once all the required configurations are made for the job, select the Dynamics CRM 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 CRM data into Couchbase, 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.
