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.
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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.
Is there a way to perform a bulk update from an CSV file into Dynamics 365 via Microsoft Flow?
I have been looking at the following capability that was supposed to be released (September 2019), but could find the "Batch" action anywhere under common data service:
Automated flows support batch operations in Common Data Service
Release notes:
What's new and planned for Microsoft Flow
However, I was hoping there is an alternative that could even possibly leverage some bulk update task in the mean time.
The requirement is that I would like to perform a bulk update of records once a day, updating/inserting as needed.
ETL job for Dynamics 365 is huge deal, we have third party providers like Kingswaysoft for SSIS, Scribe, Cozyroc, etc to furnish the necessary connector versions along with rapidly changing CRM endpoints. They support batch operations, multi threading using RESTful web api as well.
Pro developers will do console app & do task schedulers for the same ETL job. Now we want to do the same in MS Flow (Power Automate), surprisingly the links you shared were removed for the trace of those terminologies. Impossible?
We can do read the CSV file & iterate the rows, then transform the values for the datatypes like currency, picklist (optionset), lookup, and finally update/create in Dynamics 365 as per our need.
Microsoft Flow: CSV Integration with Dynamics 365 (Example)
Yes, this is not batch operation, but CRM REST web api endpoint supports batch operation, I know to use it only using C# and JavaScript :)
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 wanted to know if and how CRM For Outlook application (for the Outlook client) carries out synchronization of Appointments, Tasks and Contacts with CRM Online. I am also not sure if POP3/SMTP supports Appointments, Contacts or Tasks of any kind.
I Googled for this information but was not able to find desired information.
Kindly advised.
There are a number of ways to do this and there is documentation available, I suggest looking at the following:
Integrate your email system with Microsoft Dynamics CRM.
To store email and other messaging records in CRM, you need to
synchronize your email system with CRM. There are three ways to do
this:
Server-side synchronization
Microsoft Dynamics CRM for Outlook
Microsoft Dynamics CRM Email Router
You can also use server-side synchronization together with Dynamics
CRM for Outlook.
Outlook Synchronization in Microsoft Dynamics CRM
Overview of CRM for Outlook synchronization
Microsoft Dynamics CRM manages replication of information between the
central CRM database and the local data store on a computer running
Microsoft Dynamics CRM for Microsoft Outlook by using Outlook
synchronization and server-side synchronization.
Outlook synchronization
CRM for Outlook (also known as “the Outlook client”) supports Outlook
synchronization, which is synchronizing CRM contacts and CRM
activities to Outlook folders. Outlook synchronization enables Outlook
users to view CRM information, including contacts, tasks, phone calls,
letters, faxes, appointments, and email, within the Outlook interface.
Server-side synchronization
Starting with Dynamics CRM 2013, server-side synchronization is
available, which is used to integrate CRM with Exchange and POP3 or
SMTP-based email servers. This has benefits compared to using the
email router because it’s built in to CRM and doesn’t require a
separate component. It also has benefits compared to Outlook
synchronization by eliminating the load on clients.
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.