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You can use the import integration to ingest contact data and transactional data (including quotes, sales orders) from MS Dynamics 365 to TD.



Prerequisites

About Incremental Data Loading


Example when incremental loading is enabled:

Obtaining Client ID and Client Secret

These values are necessary to connect using the Client Credentials authentication option. They are optional if you expect to use the OAuth option to authenticate.

Follow the Microsoft documentation to create your own client application and get your client id and client secret:

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/use-single-tenant-server-server-authentication#azure-application-registration

It is recommended that you create a custom security role with minimal permission for your registered application. See:

Use the TD Console to Create Your Connection

Create a New Connection

In Treasure Data, you must create and configure the data connection prior to running your query. As part of the data connection, you provide authentication to access the integration.

Open TD Console.
Navigate to Integrations Hub  Catalog.
Search for and select Microsoft Dynamic 365 Sales.

Select Create Authentication.

 

Type your MS Dynamics domain name. 
Choose one of the following authentication methods:
  1. Select OAuth.
  2. Type the credentials to authenticate.
  3. Optionally, select Click here and log in to Microsoft Dynamics 365 to grant consent.
    1. Return Integrations Hub Catalog.
    2. Search for and select Microsoft Dynamics 365 Sales.
    3. Type the value of your Domain
    4. Select OAuth Authentication Method.
    5. Select your newly created OAuth connection
    6. Review the OAuth connection field definition. 


  1. Select Client Credentials.

  2. Type the value of your Domain
  3. Type the value of your Tenant ID.
  4. Type the value of your Client ID.
  5. Type your Client Secret. 
Select Continue.
Enter a name for your connection.
Select Continue.


Transfer Your Data to Treasure Data


After creating the authenticated connection, you are automatically taken to Authentications.


Search for the connection you created. 
Select New Source.
Type a name for your Source in the Data Transfer field.

Select Next.

The Source Table dialog opens.

Edit the following parameters:
Parameters Description
Entity Type
  • Contact
  • Quote
  • Sales Order
Start Time

In UTC format YYYY-MM-DDThh:mm:ssZ. Import data modified from this timestamp.

  • The Start Time field is exclusive which means it won’t download data equals to this value. If you want data equals to this value being included, set the time earlier 1 second (while the End Time is inclusive)
End Time

This field is optional, If not specified current time will be used. In UTC format YYYY-MM-DDThh:mm:ssZ. Import data modified from this timestamp.

It's recommended to leave this field blank when Incremental loading is enabled.

Incremental Loading?

If enabled, only import new data from the last ingestion.

Skip Invalid Data?

when a column data type can not convert to a known value, the row will be skipped. 

If more than 30% of processed rows are invalid, the job stops with a status of fail.

Select Next.

The Data Settings page can be modified for your needs or you can skip the page.

Optionally, edit the following parameters:


ParameterDescription
Retry LimitMaximum retry times for each API call.
Initial retry time wait in millisWait time for the first retry (in milliseconds).
Max retry wait in millsMaximum wait time for an API call before it gives up.
HTTP Connect TimeoutThe amount of time before the connection times out when making API calls.
HTTP Read Timeoutthe amount of time waiting for writing data into the request.
Column Settings

You can remove a column from the result or define its data type.

Do not update the column name because it results in a null value for that column. 


Select Next.


Data Preview 



Data Placement