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Overview

You can use this Snap to search in MS Dynamics 365 for Sales for an entity set using filter conditions. You can also apply query options to set criteria for the data you want and the entity properties that should be returned.

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Snap Type

Dynamics 365 for Sales Search Snap is a Read-type Snap that Search records from Dynamics CRM using Fetch XML query. .

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  • The Snap fails with an error, when the number of requests exceeds 6000 within 300 seconds. We recommend that you limit the number of requests you make within 300 seconds (5 minutes). You can gradually increase the requests that reduce the retry-after duration, optimize your throughput, and minimize resource spikes on the server.

  • The Snap fails with an error, when the combined execution time of incoming requests exceeds the limit of 1,200,000 milliseconds within the window of 300 seconds. We recommend that you reduce the number of concurrent requests or reduce the duration of requests and try later.

  • The Snap fails with an error, when the number of concurrent requests exceeds the limit of 52. We recommend that you reduce the number of concurrent requests.

Known Issues

  • This Snap cannot display more than 5000 results per page. This is due to the limitation in Microsoft Dynamics 365 for Sales, which restricts the number of results retrieved to 5000.

  • The Object Type suggestions are limited to the Object Types available within the Microsoft Dynamics 365 for Sales v8.2 and v9.0. There is no current ability to suggest Custom Object Types.


Snap Views

Type

View

Number of Views

Examples of Upstream and Downstream Snaps

Description

Input

Document

Min: 0
Max: 1

Mapper Snap

Query parameters for the search to be performed. This can either be entered using the Filter Condition fieldset or using a Mapper Snap upstream.

Output

Document

Min: 1
Max: 1

Mapper Snap

A document with the result set that matches the specified search criteria.

Error

Error handling is a generic way to handle errors without losing data or failing the Snap execution. You can handle the errors that the Snap might encounter while running the Pipeline by choosing one of the following options from the When errors occur list under the Views tab. The available options are:

  • Stop Pipeline Execution: Stops the current pipeline execution when the Snap encounters an error.

  • Discard Error Data and Continue: Ignores the error, discards that record, and continues with the rest of the records.

  • Route Error Data to Error View: Routes the error data to an error view without stopping the Snap execution.

Learn more about Error handling in Pipelines.

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Expand
titleUsing the Dynamics 365 for Sales Search Snap with a Mapper Snap Upstream

The Dynamics 365 for Sales Search Snap can also be used with upstream Snaps. In this example, we shall use a Mapper Snap to supply the Search Snap with the account ID of the record that we want to search.

  1. We add and configure the Mapper Snap to label and supply the account ID that must be used for the search, as '$accountid':

  2. We now add a Dynamics 365 for Sales Search Snap, which we configure to use the values saved in the upstream Mapper Snap for performing a search of the MS Dynamics 365 for Sales DB:

  3. We map the attribute in the DB tables with the values specified in the Mapper Snap, save our changes, and execute the pipeline. For a successful run, the Snap should display the record that has the account ID specified in the Mapper Snap:

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Download the sample pipeline

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Attachments
patterns*.slp, *.zip

Snap Pack History

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MS Dynamics 365 for Sales Snap Pack
MS Dynamics 365 for Sales Snap Pack
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Related Content

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