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Replicate Dynamics 365 Data to Multiple Databases
Replicate Dynamics 365 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 Dynamics 365 integrates live Dynamics 365 data into your mirrored databases, always-on cloud databases, and other databases such as your reporting server: Automatically synchronize with remote Dynamics 365 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 Dynamics 365 data to one or many databases without any need to change your configuration.
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
Connect to Dynamics 365 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.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 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 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. 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
Dynamics365Sync.exe -g MySQLiteConfig.xml -f Dynamics365Sync.sql
Java
java -Xbootclasspath/p:c:\sqlitejdbc.jar -jar Dynamics365Sync.jar -g MySQLiteConfig.xml -f Dynamics365Sync.sql
