{"id":28423,"date":"2021-06-30T10:48:36","date_gmt":"2021-06-30T10:48:36","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=28423"},"modified":"2021-09-01T09:29:58","modified_gmt":"2021-09-01T09:29:58","slug":"load-data-in-dynamics-365-crm-using-azure-copy-data-activity-tool","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2021\/06\/load-data-in-dynamics-365-crm-using-azure-copy-data-activity-tool\/","title":{"rendered":"Load Data in Dynamics 365 CRM using Azure Copy Data Activity tool"},"content":{"rendered":"

Introduction<\/strong><\/h2>\n

We recently had a business requirement to load data in Dynamics 365 CRM. We had a case where the user will create Account records in a CRM and at the end of the day, it should load records in the other Dynamics 365 CRM. To achieve this we have used the Azure Copy Data Activity tool, also we have configured scheduling on the \u201cCopy Data\u201d tool so it will Upsert<\/strong> records in the target system once a day.<\/p>\n

In this blog, we have explained how we have configured the \u2018Azure Copy Data Activity\u2019 tool to Load records. So, let\u2019s have a look at the steps we followed to achieve the same.<\/p>\n

Step 1<\/strong>: Connect to the Azure https:\/\/portal.azure.com<\/a> and navigate to the Data factory. If you don\u2019t have a Data factory then create it first to use the \u2018Copy Data Activity tool\u2019. \u00a0Please refer to the below link to know how to create a Data factory:<\/p>\n

https:\/\/docs.microsoft.com\/en-us\/azure\/data-factory\/quickstart-create-data-factory-portal#create-a-data-factory<\/a><\/p>\n

Step 2:\u00a0 <\/strong>We already have a Data factory i.e. \u201cDataLoadActivity<\/strong>\u201d, so we are using that but to add the Copy Data Activity tool, you need to add a pipeline.<\/p>\n

DataloadActivity (Data factory) -> Author & Monitor -> Author -> Create new\/Existing Pipeline -> Drag and Drop Copy Data.<\/strong><\/p>\n

Please refer to the below screenshots:<\/p>\n

Navigate to Author & Monitor<\/strong><\/p>\n

\"Load<\/a><\/p>\n

Navigate to Author<\/strong><\/p>\n

\"Load<\/a><\/p>\n

Add Pipeline<\/strong><\/p>\n

\"Load<\/a><\/p>\n

Drag and Drop \u2018Copy Data\u2019 tool.<\/strong>\"Load<\/a><\/p>\n

\"Load<\/a><\/p>\n

We can change its name from the \u2018General tab\u2019, we have renamed it as \u2018Load Accounts\u2019.<\/p>\n

\"Load<\/a><\/p>\n

Step 3: <\/strong>In the next step, we need to add a new dataset and configure a connection with Dynamics 365 CRM. To configure the dataset, we need to click on the Dataset<\/strong> menu and add New Dataset<\/strong> as shown below:<\/p>\n

\"\"<\/a><\/p>\n

It will open the Data Stores window. Here we need to select Dataverse (Common data service for app) and click on continue.<\/p>\n

\"Load<\/a><\/p>\n

Once the dataset is added, we need to add link services. To add link services, click on the +New button and it will open another window where we need to set CRM connection details.<\/p>\n

\"Load<\/a><\/p>\n

Here, we need to pass details i.e., Name, Service Url, Authentication type(AAD Service Principal), Service Principal Id(Azure Active directory App Id) and service principal key(secret key) details. And after the \u2018Test connection\u2019, click on Create.<\/strong><\/p>\n

\"Load<\/a><\/p>\n