Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM is a cloud-based CRM built by Microsoft for maximum flexibility and extensibility.
Features
| Feature Name | Supported | Notes |
|---|---|---|
| Capture deletes | check | |
| History mode | ||
| Custom data | check | |
| Data blocking | check | |
| Column hashing | check | |
| Re-sync | check | |
| API configurable | check | API configuration |
| Priority-first sync | ||
| Fivetran data models | ||
| Private networking | ||
| Authorization via API | check |
Supported applications
| Application Name |
|---|
| Customer Service |
| Field Service |
| Marketing |
| Sales |
| Talent |
We use Microsoft Dataverse to retrieve data.
Dynamics 365 applications use Dataverse to store and secure application data. The service stores the data within an entity set. An entity is a set of records used to store data. The service includes a set of standard entities and also allows you to create custom entities.
If you don't see an application you need listed, reach out to our support team.
Setup guide
Follow our step-by-step Microsoft Dynamics 365 CRM setup guide to connect Microsoft Dynamics 365 CRM with your destination using Fivetran connectors.
Schema information
Fivetran creates a table for each Entity in the Dynamics 365 CRM. You may select or deselect entities that you do not want to sync from the Dynamics 365 CRM connector dashboard.
To zoom, open the ERD in a new window.StringMap table
Fivetran creates an additional table STRINGMAP to sync the string values and the mapping information of your picklist attributes. We sync the following fields:
| Field Name | Data Type |
|---|---|
| stringmapid 🔑 | STRING |
| attributename | STRING |
| attributevalue | LONG |
| displayorder | LONG |
| langid | LONG |
| objecttypecode | STRING |
| organizationid | STRING |
| value | STRING |
| versionnumber | LONG |
Historical sync
After establishing connection, the connector would start in a Paused state. After un-pausing, Fivetran starts to sync each accessible Entity. It starts to fetch entity records from the beginning of time. Dynamics 365 allows Entities to be configured for Change Tracking. You may choose to Enable or Disable Change Tracking. Enabling Change Tracking for an Entity will allow Fivetran to fetch only those records which have been created/modified/deleted after the last sync. Entities, which do not have Change Tracking enabled, will be synced once a day and all records from the source system will be synced.
IMPORTANT: For entities with Change Tracking enabled, you must have the Global/Organization access with the Read permission in your Microsoft Dynamics 365 account.
Syncing empty tables and columns
Fivetran can sync empty tables and columns for your Microsoft Dynamics 365 CRM connector. For more information, see our Features documentation.