Automated Continuous Dynamics CRM Replication to Local Delimited Files

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Dynamics CRM data into local delimited files (CSV/TSV), allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure CSV/TSV as a Replication Destination

Using CData Sync, you can replicate Dynamics CRM data to delimited files, like CSV or TSV. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select CSV as a destination.
3. Enter the necessary connection properties. To connect to a directory for storing delimited files, set the following:
   • Destination Folder: Set this location on the disk for the delimited files.
   • Include Column Headers: Set this to True for the first row in each file to represent the column names.
4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

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.

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

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 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.

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 CRM data to delimited files.