Copy data from and to Dynamics 365 (Common Data Service) or Dynamics CRM by using Azure Data Factory

This article outlines how to use Copy Activity in Azure Data Factory to copy data from and to Microsoft Dynamics 365 or Microsoft Dynamics CRM. It builds on the Copy Activity overview article that presents a general overview of Copy Activity.

Supported capabilities

You can copy data from Dynamics 365 (Common Data Service) or Dynamics CRM to any supported sink data store. You also can copy data from any supported source data store to Dynamics 365 (Common Data Service) or Dynamics CRM. For a list of data stores supported as sources or sinks by the copy activity, see the Supported data stores table.

This Dynamics connector supports the following Dynamics versions and authentication types. (IFD is short for internet-facing deployment.)

Dynamics versions Authentication types Linked service samples
Dynamics 365 online
Dynamics CRM Online
Office365 Dynamics online + Office365 auth
Dynamics 365 on-premises with IFD
Dynamics CRM 2016 on-premises with IFD
Dynamics CRM 2015 on-premises with IFD
IFD Dynamics on-premises with IFD + IFD auth

For Dynamics 365 specifically, the following application types are supported:

  • Dynamics 365 for Sales
  • Dynamics 365 for Customer Service
  • Dynamics 365 for Field Service
  • Dynamics 365 for Project Service Automation
  • Dynamics 365 for Marketing

Other application types e.g. Operations and Finance, Talent, etc. are not supported.

Get started

You can use one of the following tools or SDKs to use Copy Activity with a pipeline. Select a link for step-by-step instructions:

The following sections provide details about properties that are used to define Data Factory entities specific to Dynamics.

Linked service properties

The following properties are supported for the Dynamics linked service.

Dynamics 365 and Dynamics CRM Online

Property Description Required
type The type property must be set to Dynamics. Yes
deploymentType The deployment type of the Dynamics instance. It must be "Online" for Dynamics online. Yes
serviceUri The service URL of your Dynamics instance, e.g. https://adfdynamics.crm.dynamics.com. Yes
authenticationType The authentication type to connect to a Dynamics server. Specify "Office365" for Dynamics online. Yes
username Specify the user name to connect to Dynamics. Yes
password Specify the password for the user account you specified for username. Mark this field as a SecureString to store it securely in Data Factory, or reference a secret stored in Azure Key Vault. Yes
connectVia The integration runtime to be used to connect to the data store. If not specified, it uses the default Azure Integration Runtime. No for source, Yes for sink if the source linked service doesn't have an integration runtime

Important

When you copy data into Dynamics, the default Azure Integration Runtime can't be used to execute copy. In other words, if your source linked service doesn't have a specified integration runtime, explicitly create an Azure Integration Runtime with a location near your Dynamics instance. Associate it in the Dynamics linked service as in the following example.

Note

The Dynamics connector used to use optional "organizationName" property to identify your Dynamics CRM/365 Online instance. While it keeps working, you are suggested to specify the new "serviceUri" property instead to gain better performance for instance discovery.

Example: Dynamics online using Office365 authentication

{
    "name": "DynamicsLinkedService",
    "properties": {
        "type": "Dynamics",
        "description": "Dynamics online linked service using Office365 authentication",
        "typeProperties": {
            "deploymentType": "Online",
            "serviceUri": "https://adfdynamics.crm.dynamics.com",
            "authenticationType": "Office365",
            "username": "test@contoso.onmicrosoft.com",
            "password": {
                "type": "SecureString",
                "value": "<password>"
            }
        },
        "connectVia": {
            "referenceName": "<name of Integration Runtime>",
            "type": "IntegrationRuntimeReference"
        }
    }
}

Dynamics 365 and Dynamics CRM on-premises with IFD

Additional properties that compare to Dynamics online are "hostName" and "port".

Property Description Required
type The type property must be set to Dynamics. Yes
deploymentType The deployment type of the Dynamics instance. It must be "OnPremisesWithIfd" for Dynamics on-premises with IFD. Yes
hostName The host name of the on-premises Dynamics server. Yes
port The port of the on-premises Dynamics server. No, default is 443
organizationName The organization name of the Dynamics instance. Yes
authenticationType The authentication type to connect to the Dynamics server. Specify "Ifd" for Dynamics on-premises with IFD. Yes
username Specify the user name to connect to Dynamics. Yes
password Specify the password for the user account you specified for username. You can choose to mark this field as a SecureString to store it securely in ADF, or store password in Azure Key Vault and let the copy activity pull from there when performing data copy - learn more from Store credentials in Key Vault. Yes
connectVia The integration runtime to be used to connect to the data store. If not specified, it uses the default Azure Integration Runtime. No for source, Yes for sink

Important

To copy data into Dynamics, explicitly create an Azure Integration Runtime with the location near your Dynamics instance. Associate it in the linked service as in the following example.

Example: Dynamics on-premises with IFD using IFD authentication

{
    "name": "DynamicsLinkedService",
    "properties": {
        "type": "Dynamics",
        "description": "Dynamics on-premises with IFD linked service using IFD authentication",
        "typeProperties": {
            "deploymentType": "OnPremisesWithIFD",
            "hostName": "contosodynamicsserver.contoso.com",
            "port": 443,
            "organizationName": "admsDynamicsTest",
            "authenticationType": "Ifd",
            "username": "test@contoso.onmicrosoft.com",
            "password": {
                "type": "SecureString",
                "value": "<password>"
            }
        },
        "connectVia": {
            "referenceName": "<name of Integration Runtime>",
            "type": "IntegrationRuntimeReference"
        }
    }
}

Dataset properties

For a full list of sections and properties available for defining datasets, see the Datasets article. This section provides a list of properties supported by Dynamics dataset.

To copy data from and to Dynamics, set the type property of the dataset to DynamicsEntity. The following properties are supported.

Property Description Required
type The type property of the dataset must be set to DynamicsEntity. Yes
entityName The logical name of the entity to retrieve. No for source (if "query" in the activity source is specified), Yes for sink

Important

  • When you copy data from Dynamics, the "structure" section is optional but recommanded in the Dynamics dataset to ensure a deterministic copy result. It defines the column name and data type for Dynamics data that you want to copy over. To learn more, see Dataset structure and Data type mapping for Dynamics.
  • When importing schema in authoring UI, ADF infer the schema by sampling the top rows from the Dynamics query result to initialize the structure construction, in which case columns with no values will be omitted. You can review and add more columns into the Dynamics dataset schema/structure as needed, which will be honored during copy runtime.
  • When you copy data to Dynamics, the "structure" section is optional in the Dynamics dataset. Which columns to copy into is determined by the source data schema. If your source is a CSV file without a header, in the input dataset, specify the "structure" with the column name and data type. They map to fields in the CSV file one by one in order.

Example:

{
    "name": "DynamicsDataset",
    "properties": {
        "type": "DynamicsEntity",
        "structure": [
            {
                "name": "accountid",
                "type": "Guid"
            },
            {
                "name": "name",
                "type": "String"
            },
            {
                "name": "marketingonly",
                "type": "Boolean"
            },
            {
                "name": "modifiedon",
                "type": "Datetime"
            }
        ],
        "typeProperties": {
            "entityName": "account"
        },
        "linkedServiceName": {
            "referenceName": "<Dynamics linked service name>",
            "type": "linkedservicereference"
        }
    }
}

Copy activity properties

For a full list of sections and properties available for defining activities, see the Pipelines article. This section provides a list of properties supported by Dynamics source and sink types.

Dynamics as a source type

To copy data from Dynamics, set the source type in the copy activity to DynamicsSource. The following properties are supported in the copy activity source section.

Property Description Required
type The type property of the copy activity source must be set to DynamicsSource. Yes
query FetchXML is a proprietary query language that is used in Dynamics (online and on-premises). See the following example. To learn more, see Build queries with FeachXML. No (if "entityName" in the dataset is specified)

Note

The PK column will always be copied out even if the column projection you configure in the FetchXML query doesn't contain it.

Example:

"activities":[
    {
        "name": "CopyFromDynamics",
        "type": "Copy",
        "inputs": [
            {
                "referenceName": "<Dynamics input dataset>",
                "type": "DatasetReference"
            }
        ],
        "outputs": [
            {
                "referenceName": "<output dataset>",
                "type": "DatasetReference"
            }
        ],
        "typeProperties": {
            "source": {
                "type": "DynamicsSource",
                "query": "<FetchXML Query>"
            },
            "sink": {
                "type": "<sink type>"
            }
        }
    }
]

Sample FetchXML query

<fetch>
  <entity name="account">
    <attribute name="accountid" />
    <attribute name="name" />
    <attribute name="marketingonly" />
    <attribute name="modifiedon" />
    <order attribute="modifiedon" descending="false" />
    <filter type="and">
      <condition attribute ="modifiedon" operator="between">
        <value>2017-03-10 18:40:00z</value>
        <value>2017-03-12 20:40:00z</value>
      </condition>
    </filter>
  </entity>
</fetch>

Dynamics as a sink type

To copy data to Dynamics, set the sink type in the copy activity to DynamicsSink. The following properties are supported in the copy activity sink section.

Property Description Required
type The type property of the copy activity sink must be set to DynamicsSink. Yes
writeBehavior The write behavior of the operation.
Allowed value is "Upsert".
Yes
writeBatchSize The row count of data written to Dynamics in each batch. No (default is 10)
ignoreNullValues Indicates whether to ignore null values from input data (except key fields) during a write operation.
Allowed values are true and false.
- True: Leave the data in the destination object unchanged when you do an upsert/update operation. Insert a defined default value when you do an insert operation.
- False: Update the data in the destination object to NULL when you do an upsert/update operation. Insert a NULL value when you do an insert operation.
No (default is false)

Note

The default value of the sink "writeBatchSize" and the copy activity "parallelCopies" for the Dynamics sink are both 10. Therefore, 100 records are submitted to Dynamics concurrently.

For Dynamics 365 online, there is a limit of 2 concurrent batch calls per organization. If that limit is exceeded, a "Server Busy" fault is thrown before the first request is ever executed. Keeping "writeBatchSize" less or equal to 10 would avoid such throttling of concurrent calls.

The optimal combination of "writeBatchSize" and "parallelCopies" depends on the schema of your entity e.g. number of columns, row size, number of plugins/workflows/workflow activities hooked up to those calls, etc. The default setting of 10 writeBatchSize * 10 parallelCopies is the recommendation according to Dynamics service, which would work for most Dynamics entities though may not be best performance. You can tune the performance by adjusting the combination in your copy activity settings.

Example:

"activities":[
    {
        "name": "CopyToDynamics",
        "type": "Copy",
        "inputs": [
            {
                "referenceName": "<input dataset>",
                "type": "DatasetReference"
            }
        ],
        "outputs": [
            {
                "referenceName": "<Dynamics output dataset>",
                "type": "DatasetReference"
            }
        ],
        "typeProperties": {
            "source": {
                "type": "<source type>"
            },
            "sink": {
                "type": "DynamicsSink",
                "writeBehavior": "Upsert",
                "writeBatchSize": 10,
                "ignoreNullValues": true
            }
        }
    }
]

Data type mapping for Dynamics

When you copy data from Dynamics, the following mappings are used from Dynamics data types to Data Factory interim data types. To learn how the copy activity maps the source schema and data type to the sink, see Schema and data type mappings.

Configure the corresponding Data Factory data type in a dataset structure based on your source Dynamics data type by using the following mapping table.

Dynamics data type Data Factory interim data type Supported as source Supported as sink
AttributeTypeCode.BigInt Long
AttributeTypeCode.Boolean Boolean
AttributeType.Customer Guid
AttributeType.DateTime Datetime
AttributeType.Decimal Decimal
AttributeType.Double Double
AttributeType.EntityName String
AttributeType.Integer Int32
AttributeType.Lookup Guid ✓ (with single target associated)
AttributeType.ManagedProperty Boolean
AttributeType.Memo String
AttributeType.Money Decimal
AttributeType.Owner Guid
AttributeType.Picklist Int32
AttributeType.Uniqueidentifier Guid
AttributeType.String String
AttributeType.State Int32
AttributeType.Status Int32

Note

The Dynamics data types AttributeType.CalendarRules and AttributeType.PartyList aren't supported.

Next steps

For a list of data stores supported as sources and sinks by the copy activity in Data Factory, see Supported data stores.