If we have Dynamics CRM in one domain and related Azure data factory pipelines to copy data from or to CRM in another domain so will it work or affect the pipelines and working?
It will work. You just need to configure your Dynamics CRM linked service correct. And don't worry about whether they are in a same domain or not.
Related
I use Power Automate based on a trigger to get data and access a contact list from CRM to send the information to.
The Power Automate no longer works as Microsoft has deprecated the connection between Power Automate and CRM.
Has anyone got an alternate solution to access CRM and send emails based upon a trigger?
Yes, Dynamics 365 Connector is deprecated but we have the replacement CDS connector like #jasonscript commented.
Dynamics 365 apps such as Dynamics 365 Sales, Dynamics 365 Customer
Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and
Dynamics 365 Project Service Automation, use Common Data Service as
the data source.
The Dynamics 365 connector is deprecated, but continues to work until
removed. More information: Dynamics 365 Connector is deprecated.
Do not use the Dynamics 365 connector for new flows. Use the Common
Data Service (current environment) connector whenever you can. If the
Common Data Service (current environment) connector does not fit your
needs, use the Common Data Service connector.
The Common Data Service (current environment) connector should be your
first choice because it provides the most capability and best
performance. However, it does not currently provide certain
capabilities that the Dynamics 365 and Common Data Service connectors
do, such as the ability to connect to multiple environments. The
Common Data Service connector provides the same capabilities as the
Dynamics 365 connector, but also provides substantially improved
reliability.
Read more
I was reading the documentation and stuck in a problem that I do not know how to get Dynamics resource for acquiring access_token using any API (I know my CRM root service address but I do not want to hard-code this service name in my code base). Could you please provide me with the solution to this problem?
You need not to hard code it in code base like showed in documentation sample. But normally we will keep this in web.config or app.config xml file just like any connection string & consume it.
Use connection strings in XRM tooling to connect to Common Data Service for Apps
You can use the Online Management API to get a list of all the Dynamics 365 instances in your Office 365 tenant. I believe this is what the Plugin Registration tool does when you check "Display a list of the Organization(s)".
This looks useful:
https://learn.microsoft.com/en-us/dynamics365/customer-engagement/developer/online-management-api/sample-quick-start
The C# sample demonstrates how to authenticate to the Online Management API and then retrieve all Customer Engagement instances from your Office 365 tenant.
Hopefully, someone can straight up my PowerApps connectors understanding. Apparently, I have 3 connection options.
Common data service - this connection type only allows me to connect to CDS 1.0 databases, but I want to connect to an existing D365 v9 instance.
Common data service (experimental) - this connection type asked me for a D365 v9 instance ID, but everything is grey out after the step, i.e. it didn't show me any entity after connecting successfully.
D365 data source - this one works but I was told MS has stopped working on this connector. Also, I will have to update the connection after deployment to a different environment manually.
What is the best practice if I want to use a CDS connector? Or I will be stuck with the old D365 connector for now?
Thanks.
==11/1/2018 update==
I have a better understanding of my situation now. Every Dynamics 365 CE instance should have a PowerApp environment automatically, but one of my D365CE instances doesn't. I am suspecting it is because the D365CE instance is still version 8.2.
My question above is because I created an empty PowerApp environment and tried to connect it to the D365CE instance (v8.2). I will give you guys another update after I upgrade the instance to v9.
==11/30/2018 update==
Confirmed. By upgrading a D365CE instance from v8.2 to v9.0, the Power Platform generates an environment automatically and linked it to the D365CE/CDS.
Here's a breakdown of the three connectors you're looking at :
Common Data Service - this connector actually supports both versions of CDS, but it will be dependent based on the environment that you're in. So if you're in an environment that has a CDS1.0 database, it will connect by default to that environment. If you have a CDS2.0 database, it will connect by default to that environment.
Experimental Connector - this is similar to the previous connector, but it includes experimental features in development by our team, and isn't recommended for production use. Generally you should only be using this connector if there is a specific feature we announce in the experimental connector you wish you use.
Dynamics 365 Connector - this is similar to the base CDS connector, however it can only connect to CDS2.0 environments. It also has the ability to connect across environments. So you can be in Env1, but connect to a database in Env2. The normal CDS connector will only connect to the database within the environment you are building your app in.
Which one should you use? The Common Data Service connector is going to be your best option, it's where the most improvements are being released at the moment, and is designed to work best with PowerApps and Flow.
To connect to your Dynamics 365 environment, you'll want to make sure you start from web.powerapps.com and select that environment from the drop down in the top right, if you can't find your Dynamics 365 V9 environment - make sure you have system customizer permissions - if you do and you still can't see it, it may be an issue on our end. You can send me a message with your Dynamics org URL and we can check it for you.
Once you can select it from the environment drop down, you can then create a new app and use the Common Data Service connector, and it will connect directly to your Dynamics 365 data.
Hope this helps,
Clay.
I don't have much experience with CDS 1.0 in the Power Platform. I can share some insights on my experience with Microsoft Flow / Logic Apps, CDS 2.0, and Data Integration. So I hopes this helps add another perspective to this question too.
What is your goal in using Common Data Service? Just to pull Dynamics 365 CE data into it?
This recent Product Team Blog could be useful here if so.
Some initial feedback, if the main goal is to connect to a Dynamics 365 CE instance, consider using the Dynamics 365 Connector through Microsoft Flow. You can create a small Flow at https://flow.microsoft.com/ with a 2 step process like mine below. An event takes place in Dynamics, like creating an account. The event and it's data is captured and in used in a response process, like sending an email alert. In this case the alert is sent to the signed in users email.
From a developer standpoint you can also use the Xrm SDK and Web API to collect data and do some data processing as well in C# or JavaScript respectively too. This is more involved, but provides a greater amount of control around the data you're working with. There's a great intro to
Lastly you can spin up a PowerApp to surface your data as well with some pre build templates https://create.powerapps.com/.
Start with your Data and create a Dynamics 365 app in a phone layout.
Choose your organization and table.
After the app creates, hit play to run it.
Search for an account
It turned out the problem is not with the connectors but with PowerApp environments. By upgrading a D365CE instance from v8.2 to v9.0, the Power Platform generates an environment automatically and linked it to the D365CE/CDS. So, it should just work for all v9+ instances.
I currently have a Marketo Sandbox that is configured to integrate with Salesforce.com.
I need to change this to a MS Dynamics CRM instance, but can't see how to do this.
I don't need to retain the existing Salesforce configuration at all.
Is there anyway to do this?
Once you configure a Marketo sandbox to sync with a CRM organization (SFDC or MSCRM) you can't change that configuration, they are basically paired for life.
Per the Marketo Documentation Enable Sync-> Step 2.
Warning: Once Marketo and CRM are synced, there is no switching allowed to any another[sic] CRM subscription
If you open a support ticket Marketo will be able to "reset" the org so that you can connect the new Marketo sandbox to MSCRM instead.
Note that you'll run into the same issue if you end up wanting to point to another MSCRM org, or even if you are using MSCRM sandboxes and reset your MSCRM sandbox.
We currently use Microsoft Dynamics CRM v4 on-premises. Our data warehouse guys use a direct database link to get access to the data. Is this same functionality possible if you go with the CRM 2013 Online / Cloud option?
If, like I suspect that it's not, what API's are available (if any) to achieve this (or some other method)?
I've searched a lot for this but found nothing.
Dynamics CRM Online doesn't provide direct access to the SQL database.
For interaction with the data is necessary to use the CRM Web Services, REST and SOAP endpoints.