Replicate Dynamics 365 Data to Multiple Databases

Always-on applications rely on automatic failover capabilities and real-time access to data. CData Sync 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.

Getting Started

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Configure Replication Destinations

Using CData Sync, you can replicate Dynamics 365 data to any number of databases, both cloud-based and on-premises. To add a replication destination, navigate to the Connections tab.

For each destination database:

1. Click Add Connection.
2. Select a destination. In this article, we use SQLite.
3. Enter the necessary connection properties. To replicate Dynamics 365 to a SQLite database, enter a file path in the Data Source box.
4. Click Test Connection to ensure that the connection is configured properly.
5. 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.

1. Click Add Connection.
2. Select a source (Dynamics 365).
3. 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

4. Click Connect to ensure that the connection is configured properly.
5. 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 a SQL query to customize your replication. 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. To customize your replication, click Add Custom Query in the Tables section and define the Query Statement.

The statement below caches and incrementally updates a table of Dynamics 365 data:

REPLICATE GoalHeadings;

You can specify a file containing the replication queries you want to use to update a particular database. Separate replication statements with semicolons. The following options are useful if you are replicating multiple Dynamics 365 accounts into the same database:

• Use a different table prefix in the REPLICATE SELECT statement:

  REPLICATE PROD_GoalHeadings SELECT * FROM GoalHeadings;

• Alternatively, use a different schema:

  REPLICATE PROD.GoalHeadings SELECT * FROM GoalHeadings;

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 disparate on-premises, cloud-based, and other databases.