Microsoft Dynamics CRM

Introduction

Microsoft Dynamics CRM is a customer relationship, management software package developed by Microsoft. The product focuses mainly on Sales, Marketing, and Service (help desk) sectors.

Connection String

To connect, set URL to the root URL of your organization and set User, Password, and CRMVersion. For Dynamics CRM with IFD(InternetFacingDeployment), set InternetFacingDeployment to true. Additionally, for CRM on-premises, select an authentication method. By default, the provider uses Windows (NTLM) authentication. To use another authentication type, such as Kerberos delegation, set AuthScheme.

Connection Parameters

Parameter Description
User The user who is authenticating to the Dynamics CRM site.
Password The password used to authenticate to the Dynamics CRM site.
URL The root URL of the organization. For example, a CRM 4.0 or CRM 2011 URL will resemble http://MySite/MyOrganization. For CRM Online, the URL will resemble https://myOrg.crm.dynamics.com/.
PageSize The number of rows to return per page from the data source.
CRM Version The type of Dynamics CRM server to which you are connecting. Accepted entries are CRM2011+, CRMOnline.

Connecting to Dynamics CRM

  1. Set the ‘URL’ parameter, on your connection string, to the root URL of the organization. For example, a CRM 4.0 or CRM 2011 URL will resemble http://MySite/MyOrganization. For CRM Online, the URL will resemble https://myOrg.crm.dynamics.com/ .

  2. Set the ‘Page Size’ parameter to your custom number. This changes how many results you will receive per page. However, a higher value may also cause a timeout exception. This is why it is important to be aware of your result size in order to counter any unforeseen problems with migrations.

  3. Set the ‘CRM Version’ to either “CRM2011+” or “CRMOnline”. This depends on the type of Dynamics CRM server to which you are connecting. A value of “CRMOnline” is required to connect using the Office 365 STS. If you are using an internet facing deployment instance of CRM, set ‘InternetFacingDeployment’ parameter on your connection string. It takes a Boolean value and is “False” by default.

  4. Set the User and Password Parameters.

Data Migrations

To Check for the data migrations:

  1. Add a new connection in Loome Integrate as shown.

    • Go to tasks and click on Connections.

    • Add a new connection Using Add New Connection Option.

    • Choose Microsoft Dynamics CRM Connector from the available Connector Options.

  2. Using the connection string parameters created and the credentials, Verify the connection using the VERIFY CONNECTION Option in Loome Integrate. Once the Connection is verified, Insert the Connection Using Insert Option.

  3. Create a Job Using ADD A JOB option in Loome Integrate, add a data migration task to the job.

  4. Create a New Task by right clicking job list and then Add a New Task Option. If you want to edit an Existing Task Use Edit Task.

  5. Choose a Data Migration Task.

  6. Choose the source and the destination for the migration of data. Name the Task.

  7. Choose the Tables or the data that need to be migrated from the source to the destination. You can Copy all Tables by checking Copy all tables box.

  8. Execute the Job. Check for results and the details of the data migrated in Execution History.

Data Model

The Connector for Dynamics CRM models Dynamics CRM entities in relational tables and stored procedures. The table definitions are dynamically obtained based on your Dynamics CRM organization settings.

Tables

Tables describes the Available tables.

Name Description
Account Create, update, delete, and query Account entities in Dynamics CRM.
ActivityMimeAttachment Create, update, delete, and query ActivityMimeAttachment entities in Dynamics CRM.
ActivityParty Create, update, delete, and query ActivityParty entities in Dynamics CRM.
ActivityPointer Create, update, delete, and query ActivityPointer entities in Dynamics CRM.
Annotation Create, update, delete, and query Annotation entities in Dynamics CRM.
AnnualFiscalCalendar Create, update, delete, and query annual fiscal calendar entities in Dynamics CRM.
ApplicationFile Create, update, delete, and query ApplicationFile entities in Dynamics CRM.
Appointment Create, update, delete, and query Appointment entities in Dynamics CRM.
AsyncOperation Create, update, delete, and query AsyncOperation entities in Dynamics CRM.
Attachment Create, update, delete, and query Attachment entities in Dynamics CRM.
AttributeMap Create, update, delete, and query AttributeMap entities in Dynamics CRM.
Audit Create, update, delete, and query Audit entities in Dynamics CRM.
BulkDeleteFailure Create, update, delete, and query BulkDeleteFailure entities in Dynamics CRM.
BulkDeleteOperation Create, update, delete, and query BulkDeleteOperation entities in Dynamics CRM.
BulkOperation Create, update, delete, and query BulkOperation entities in Dynamics CRM.
BulkOperationLog This is a table representing the BulkOperationLog entities in Dynamics CRM.
BusinessUnit This is a table representing the BusinessUnit entities in Dynamics CRM.
BusinessUnitMap This is a table representing the BusinessUnitMap entities in Dynamics CRM.
BusinessUnitNewsArticle This is a table representing the BusinessUnitNewsArticle entities in Dynamics CRM.
Calendar This is a table representing the Calendar entities in Dynamics CRM.
CalendarRule This is a table representing the CalendarRule entities in Dynamics CRM.
Campaign This is a table representing the Campaign entities in Dynamics CRM.
CampaignActivity This is a table representing the CampaignActivity entities in Dynamics CRM.
CampaignActivityItem This is a table representing the CampaignActivityItem entities in Dynamics CRM.
CampaignItem This is a table representing the CampaignItem entities in Dynamics CRM.
CampaignResponse This is a table representing the CampaignResponse entities in Dynamics CRM.
ClientUpdate This is a table representing the ClientUpdate entities in Dynamics CRM.
ColumnMapping This is a table representing the ColumnMapping entities in Dynamics CRM.
Commitment This is a table representing the Commitment entities in Dynamics CRM.
Competitor This is a table representing the Competitor entities in Dynamics CRM.
CompetitorAddress This is a table representing the CompetitorAddress entities in Dynamics CRM.
CompetitorProduct This is a table representing the CompetitorProduct entities in Dynamics CRM.
CompetitorSalesLiterature This is a table representing the CompetitorSalesLiterature entities in Dynamics CRM.
Connection This is a table representing the Connection entities in Dynamics CRM.
ConnectionRole This is a table representing the ConnectionRole entities in Dynamics CRM.
ConnectionRoleAssociation This is a table representing the ConnectionRoleAssociation entities in Dynamics CRM.
ConnectionRoleObjectTypeCode This is a table representing the ConnectionRoleObjectTypeCode entities in Dynamics CRM.
ConstraintBasedGroup This is a table representing the ConstraintBasedGroup entities in Dynamics CRM.
Contact This is a table representing the Contact entities in Dynamics CRM.
ContactInvoices This is a table representing the ContactInvoices entities in Dynamics CRM.
ContactLeads This is a table representing the ContactLeads entities in Dynamics CRM.
ContactOrders This is a table representing the ContactOrders entities in Dynamics CRM.
ContactQuotes This is a table representing the ContactQuotes entities in Dynamics CRM.
Contract This is a table representing the Contract entities in Dynamics CRM.
ContractDetail This is a table representing the ContractDetail entities in Dynamics CRM.
ContractTemplate This is a table representing the ContractTemplate entities in Dynamics CRM.
CustomerAddress This is a table representing the CustomerAddress entities in Dynamics CRM.
CustomerOpportunityRole This is a table representing the CustomerOpportunityRole entities in Dynamics CRM.
CustomerRelationship This is a table representing the CustomerRelationship entities in Dynamics CRM.
Dependency This is a table representing the Dependency entities in Dynamics CRM.
DependencyNode This is a table representing the DependencyNode entities in Dynamics CRM.
Discount This is a table representing the Discount entities in Dynamics CRM.
DiscountType This is a table representing the DiscountType entities in Dynamics CRM.
DisplayString This is a table representing the DisplayString entities in Dynamics CRM.
DisplayStringMap This is a table representing the DisplayStringMap entities in Dynamics CRM.
DocumentIndex This is a table representing the DocumentIndex entities in Dynamics CRM.
DuplicateRecord This is a table representing the DuplicateRecord entities in Dynamics CRM.
DuplicateRule This is a table representing the DuplicateRule entities in Dynamics CRM.
DuplicateRuleCondition This is a table representing the DuplicateRuleCondition entities in Dynamics CRM.
Email This is a table representing the Email entities in Dynamics CRM.
EmailHash This is a table representing the EmailHash entities in Dynamics CRM.
EmailSearch This is a table representing the EmailSearch entities in Dynamics CRM.
EntityMap This is a table representing the EntityMap entities in Dynamics CRM.
Equipment This is a table representing the Equipment entities in Dynamics CRM.
Fax This is a table representing the Fax entities in Dynamics CRM.
FieldPermission This is a table representing the FieldPermission entities in Dynamics CRM.
FieldSecurityProfile This is a table representing the FieldSecurityProfile entities in Dynamics CRM.
FilterTemplate This is a table representing the FilterTemplate entities in Dynamics CRM.
FixedMonthlyFiscalCalendar This is a table representing the FixedMonthlyFiscalCalendar entities in Dynamics CRM.
Goal This is a table representing the Goal entities in Dynamics CRM.
GoalRollupQuery This is a table representing the GoalRollupQuery entities in Dynamics CRM.
Import This is a table representing the Import entities in Dynamics CRM.
ImportData This is a table representing the ImportData entities in Dynamics CRM.
ImportEntityMapping This is a table representing the ImportEntityMapping entities in Dynamics CRM.
ImportFile This is a table representing the ImportFile entities in Dynamics CRM.
ImportJob This is a table representing the ImportJob entities in Dynamics CRM.
ImportLog This is a table representing the ImportLog entities in Dynamics CRM.
ImportMap This is a table representing the ImportMap entities in Dynamics CRM.
Incident This is a table representing the Incident entities in Dynamics CRM.
IncidentResolution This is a table representing the IncidentResolution entities in Dynamics CRM.
IntegrationStatus This is a table representing the IntegrationStatus entities in Dynamics CRM.
InternalAddress This is a table representing the InternalAddress entities in Dynamics CRM.
InterProcessLock This is a table representing the InterProcessLock entities in Dynamics CRM.
InvalidDependency This is a table representing the InvalidDependency entities in Dynamics CRM.
Invoice This is a table representing the Invoice entities in Dynamics CRM.
InvoiceDetail This is a table representing the InvoiceDetail entities in Dynamics CRM.
IsvConfig This is a table representing the IsvConfig entities in Dynamics CRM.
KbArticle This is a table representing the KbArticle entities in Dynamics CRM.
KbArticleComment This is a table representing the KbArticleComment entities in Dynamics CRM.
KbArticleTemplate This is a table representing the KbArticleTemplate entities in Dynamics CRM.
Lead This is a table representing the Lead entities in Dynamics CRM.
LeadAddress This is a table representing the LeadAddress entities in Dynamics CRM.
LeadCompetitors This is a table representing the LeadCompetitors entities in Dynamics CRM.
LeadProduct This is a table representing the LeadProduct entities in Dynamics CRM.
Letter This is a table representing the Letter entities in Dynamics CRM.
License This is a table representing the License entities in Dynamics CRM.
List This is a table representing the List entities in Dynamics CRM.
ListMember This is a table representing the ListMember entities in Dynamics CRM.
LookUpMapping This is a table representing the LookUpMapping entities in Dynamics CRM.
MailMergeTemplate This is a table representing the MailMergeTemplate entities in Dynamics CRM.
Metric This is a table representing the Metric entities in Dynamics CRM.
MonthlyFiscalCalendar This is a table representing the MonthlyFiscalCalendar entities in Dynamics CRM.
Notification This is a table representing the Notification entities in Dynamics CRM.
Opportunity This is a table representing the Opportunity entities in Dynamics CRM.
OpportunityClose This is a table representing the OpportunityClose entities in Dynamics CRM.
OpportunityCompetitors This is a table representing the OpportunityCompetitors entities in Dynamics CRM.
OpportunityProduct This is a table representing the OpportunityProduct entities in Dynamics CRM.
OrderClose This is a table representing the OrderClose entities in Dynamics CRM.
Organization This is a table representing the Organization entities in Dynamics CRM.
OrganizationStatistic This is a table representing the OrganizationStatistic entities in Dynamics CRM.
OrganizationUI This is a table representing the OrganizationUI entities in Dynamics CRM.
Owner This is a table representing the Owner entities in Dynamics CRM.
OwnerMapping This is a table representing the OwnerMapping entities in Dynamics CRM.
PhoneCall This is a table representing the PhoneCall entities in Dynamics CRM.
PickListMapping This is a table representing the PickListMapping entities in Dynamics CRM.
PluginAssembly This is a table representing the PluginAssembly entities in Dynamics CRM.
plug-intype This is a table representing the plug-in type entities in Dynamics CRM.
PluginTypeStatistic This is a table representing the PluginTypeStatistic entities in Dynamics CRM.
PriceLevel This is a table representing the PriceLevel entities in Dynamics CRM.
PrincipalAttributeAccessMap This is a table representing the PrincipalAttributeAccessMap entities in Dynamics CRM.
PrincipalEntityMap This is a table representing the PrincipalEntityMap entities in Dynamics CRM.
PrincipalObjectAccess This is a table representing the PrincipalObjectAccess entities in Dynamics CRM.
PrincipalObjectAttributeAccess This is a table representing the PrincipalObjectAttributeAccess entities in Dynamics CRM.
Privilege This is a table representing the Privilege entities in Dynamics CRM.
PrivilegeObjectTypeCodes This is a table representing the PrivilegeObjectTypeCodes entities in Dynamics CRM.
ProcessSession This is a table representing the ProcessSession entities in Dynamics CRM.
Product This is a table representing the Product entities in Dynamics CRM.
ProductAssociation This is a table representing the ProductAssociation entities in Dynamics CRM.
ProductPriceLevel This is a table representing the ProductPriceLevel entities in Dynamics CRM.
ProductSalesLiterature This is a table representing the ProductSalesLiterature entities in Dynamics CRM.
ProductSubstitute This is a table representing the ProductSubstitute entities in Dynamics CRM.
Publisher This is a table representing the Publisher entities in Dynamics CRM.
PublisherAddress This is a table representing the PublisherAddress entities in Dynamics CRM.
QuarterlyFiscalCalendar This is a table representing the QuarterlyFiscalCalendar entities in Dynamics CRM.
Queue This is a table representing the Queue entities in Dynamics CRM.
QueueItem This is a table representing the QueueItem entities in Dynamics CRM.
Quote This is a table representing the Quote entities in Dynamics CRM.
QuoteClose This is a table representing the QuoteClose entities in Dynamics CRM.
QuoteDetail This is a table representing the QuoteDetail entities in Dynamics CRM.
RecurrenceRule This is a table representing the RecurrenceRule entities in Dynamics CRM.
RecurringAppointmentMaster This is a table representing the RecurringAppointmentMaster entities in Dynamics CRM.
RelationshipRole This is a table representing the RelationshipRole entities in Dynamics CRM.
RelationshipRoleMap This is a table representing the RelationshipRoleMap entities in Dynamics CRM.
Report This is a table representing the Report entities in Dynamics CRM.
ReportCategory This is a table representing the ReportCategory entities in Dynamics CRM.
ReportEntity This is a table representing the ReportEntity entities in Dynamics CRM.
ReportLink This is a table representing the ReportLink entities in Dynamics CRM.
ReportVisibility This is a table representing the ReportVisibility entities in Dynamics CRM.
Resource This is a table representing the Resource entities in Dynamics CRM.
ResourceGroup This is a table representing the ResourceGroup entities in Dynamics CRM.
ResourceGroupExpansion This is a table representing the ResourceGroupExpansion entities in Dynamics CRM.
ResourceSpec This is a table representing the ResourceSpec entities in Dynamics CRM.
RibbonCommand This is a table representing the RibbonCommand entities in Dynamics CRM.
RibbonContextGroup This is a table representing the RibbonContextGroup entities in Dynamics CRM.
RibbonCustomization This is a table representing the RibbonCustomization entities in Dynamics CRM.
RibbonDiff This is a table representing the RibbonDiff entities in Dynamics CRM.
RibbonRule This is a table representing the RibbonRule entities in Dynamics CRM.
RibbonTabToCommandMap This is a table representing the RibbonTabToCommandMap entities in Dynamics CRM.
Role This is a table representing the Role entities in Dynamics CRM.
RolePrivileges This is a table representing the RolePrivileges entities in Dynamics CRM.
RoleTemplate This is a table representing the RoleTemplate entities in Dynamics CRM.
RoleTemplatePrivileges This is a table representing the RoleTemplatePrivileges entities in Dynamics CRM.
RollupField This is a table representing the RollupField entities in Dynamics CRM.
SalesLiterature This is a table representing the SalesLiterature entities in Dynamics CRM.
SalesLiteratureItem This is a table representing the SalesLiteratureItem entities in Dynamics CRM.
SalesOrder This is a table representing the SalesOrder entities in Dynamics CRM.
SalesOrderDetail This is a table representing the SalesOrderDetail entities in Dynamics CRM.
SalesProcessInstance This is a table representing the SalesProcessInstance entities in Dynamics CRM.
SavedQuery This is a table representing the SavedQuery entities in Dynamics CRM.
SavedQueryVisualization This is a table representing the SavedQueryVisualization entities in Dynamics CRM.
SdkMessage This is a table representing the SdkMessage entities in Dynamics CRM.
SdkMessageFilter This is a table representing the SdkMessageFilter entities in Dynamics CRM.
SdkMessagePair This is a table representing the SdkMessagePair entities in Dynamics CRM.
SdkMessageProcessingStep This is a table representing the SdkMessageProcessingStep entities in Dynamics CRM.
SdkMessageProcessingStepImage This is a table representing the SdkMessageProcessingStepImage entities in Dynamics CRM.
SdkMessageProcessingStepSecureConfig This is a table representing the SdkMessageProcessingStepSecureConfig entities in Dynamics CRM.
SdkMessageRequest This is a table representing the SdkMessageRequest entities in Dynamics CRM.
SdkMessageRequestField This is a table representing the SdkMessageRequestField entities in Dynamics CRM.
SdkMessageResponse This is a table representing the SdkMessageResponse entities in Dynamics CRM.
SdkMessageResponseField This is a table representing the SdkMessageResponseField entities in Dynamics CRM.
SemiAnnualFiscalCalendar This is a table representing the SemiAnnualFiscalCalendar entities in Dynamics CRM.
Service This is a table representing the Service entities in Dynamics CRM.
ServiceAppointment This is a table representing the ServiceAppointment entities in Dynamics CRM.
ServiceContractContacts This is a table representing the ServiceContractContacts entities in Dynamics CRM.
ServiceEndpoint This is a table representing the ServiceEndpoint entities in Dynamics CRM.
SharePointDocumentLocation This is a table representing the SharePointDocumentLocation entities in Dynamics CRM.
SharePointSite This is a table representing the SharePointSite entities in Dynamics CRM.
Site This is a table representing the Site entities in Dynamics CRM.
SiteMap This is a table representing the SiteMap entities in Dynamics CRM.
Solution This is a table representing the Solution entities in Dynamics CRM.
SolutionComponent This is a table representing the SolutionComponent entities in Dynamics CRM.
StatusMap This is a table representing the StatusMap entities in Dynamics CRM.
StringMap This is a table representing the StringMap entities in Dynamics CRM.
Subject This is a table representing the Subject entities in Dynamics CRM.
Subscription This is a table representing the Subscription entities in Dynamics CRM.
SubscriptionClients This is a table representing the SubscriptionClients entities in Dynamics CRM.
SubscriptionManuallyTrackedObject This is a table representing the SubscriptionManuallyTrackedObject entities in Dynamics CRM.
SubscriptionSyncInfo This is a table representing the SubscriptionSyncInfo entities in Dynamics CRM.
SubscriptionTrackingDeletedObject This is a table representing the SubscriptionTrackingDeletedObject entities in Dynamics CRM.
SystemForm This is a table representing the SystemForm entities in Dynamics CRM.
SystemUser This is a table representing the SystemUser entities in Dynamics CRM.
SystemUserBusinessUnitEntityMap This is a table representing the SystemUserBusinessUnitEntityMap entities in Dynamics CRM.
SystemUserLicenses This is a table representing the SystemUserLicenses entities in Dynamics CRM.
SystemUserPrincipals This is a table representing the SystemUserPrincipals entities in Dynamics CRM.
SystemUserProfiles This is a table representing the SystemUserProfiles entities in Dynamics CRM.
SystemUserRoles This is a table representing the SystemUserRoles entities in Dynamics CRM.
Task This is a table representing the Task entities in Dynamics CRM.
Team This is a table representing the Team entities in Dynamics CRM.
TeamMembership This is a table representing the TeamMembership entities in Dynamics CRM.
TeamProfiles This is a table representing the TeamProfiles entities in Dynamics CRM.
TeamRoles This is a table representing the TeamRoles entities in Dynamics CRM.
Template This is a table representing the Template entities in Dynamics CRM.
Territory This is a table representing the Territory entities in Dynamics CRM.
TimeZoneDefinition This is a table representing the TimeZoneDefinition entities in Dynamics CRM.
TimeZoneLocalizedName This is a table representing the TimeZoneLocalizedName entities in Dynamics CRM.
TimeZoneRule This is a table representing the TimeZoneRule entities in Dynamics CRM.
TransactionCurrency This is a table representing the TransactionCurrency entities in Dynamics CRM.
TransformationMapping This is a table representing the TransformationMapping entities in Dynamics CRM.
TransformationParameterMapping This is a table representing the TransformationParameterMapping entities in Dynamics CRM.
UnresolvedAddress This is a table representing the UnresolvedAddress entities in Dynamics CRM.
UoM This is a table representing the UoM entities in Dynamics CRM.
UoMSchedule This is a table representing the UoMSchedule entities in Dynamics CRM.
UserEntityInstanceData This is a table representing the UserEntityInstanceData entities in Dynamics CRM.
UserEntityUISettings This is a table representing the UserEntityUISettings entities in Dynamics CRM.
UserFiscalCalendar This is a table representing the UserFiscalCalendar entities in Dynamics CRM.
UserForm This is a table representing the UserForm entities in Dynamics CRM.
UserQuery This is a table representing the UserQuery entities in Dynamics CRM.
UserQueryVisualization This is a table representing the UserQueryVisualization entities in Dynamics CRM.
UserSettings This is a table representing the UserSettings entities in Dynamics CRM.
WebResource This is a table representing the WebResource entities in Dynamics CRM.
WebWizard This is a table representing the WebWizard entities in Dynamics CRM.
WizardAccessPrivilege This is a table representing the WizardAccessPrivilege entities in Dynamics CRM.
WizardPage This is a table representing the WizardPage entities in Dynamics CRM.
Workflow This is a table representing the Workflow entities in Dynamics CRM.
WorkflowDependency This is a table representing the WorkflowDependency entities in Dynamics CRM.
WorkflowLog This is a table representing the WorkflowLog entities in Dynamics CRM.
WorkflowWaitSubscription This is a table representing the WorkflowWaitSubscription entities in Dynamics CRM.

Views

Views are similar to tables in the way that data is represented; however, views do not support updates. Data sources that are represented as views are typically read-only data sources. Often, a stored procedure is available to update the data if such functionality is applicable to the data source.

Name Description
OptionSetInfo Gets basic information about the OptionSet values available for a given table and displays the mapping of OptionSet string values to OptionSet int values.