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Replicate Microsoft Dataverse Data to Multiple Databases
Replicate Microsoft Dataverse data to disparate databases with a single configuration.
Always-on applications rely on automatic failover capabilities and real-time access to data. CData Sync for Microsoft Dataverse integrates live Microsoft Dataverse data into your mirrored databases, always-on cloud databases, and other databases such as your reporting server: Automatically synchronize with remote Microsoft Dataverse data from Windows or any machine running Java.
You can use Sync's command-line interface (CLI) to easily control almost all aspects of the replication. You can use the CLI to replicate Microsoft Dataverse data to one or many databases without any need to change your configuration.
About Microsoft Dataverse Data Integration
CData provides the easiest way to access and integrate live data from Microsoft Dataverse (formerly the Common Data Service). Customers use CData connectivity to:
- Access both Dataverse Entities and Dataverse system tables to work with exactly the data they need.
- Authenticate securely with Microsoft Dataverse 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 Microsoft Dataverse entities - listing, creating, and removing associations between entities.
CData customers use our Dataverse 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 Dataverse data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).
Getting Started
Connect to Microsoft Dataverse Data
You can save connection strings and other settings like email notifications in XML configuration files.
The following example shows how to replicate to SQLite.
Windows
<?xml version="1.0" encoding="UTF-8" ?>
<CDataSync><DatabaseType>SQLite</DatabaseType>
<DatabaseProvider>System.Data.SQLite</DatabaseProvider>
<ConnectionString>OrganizationUrl=https://myaccount.crm.dynamics.com/</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.crm.dynamics.com/</ConnectionString>
<ReplicateAll>False</ReplicateAll>
<NotificationUserName></NotificationUserName>
<DatabaseConnectionString>Data Source=C:\my.db</DatabaseConnectionString>
</CDataSync>
You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.
- InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
- OrganizationUrl: Set this to the organization URL you are connecting to, such as https://myorganization.crm.dynamics.com.
- Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.
When you connect the Common Data Service OAuth endpoint opens in your default browser. Log in and grant permissions. The OAuth process completes automatically.
Configure Replication Queries
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 Microsoft Dataverse API. The statement below caches and incrementally updates a table of Microsoft Dataverse data:
REPLICATE Accounts;
You can specify a file containing the replication queries. This enables you to use the same replication queries to replicate to several databases.
Run Sync
After you have configured the connection strings and replication queries, you can run Sync with the following command-line options:
Windows
CDSSync.exe -g MySQLiteConfig.xml -f CDSSync.sql
Java
java -Xbootclasspath/p:c:\sqlitejdbc.jar -jar CDSSync.jar -g MySQLiteConfig.xml -f CDSSync.sql
