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DEPRECATED | Microsoft Dynamics CRM Snap Pack
DEPRECATED | Microsoft Dynamics CRM Snap Pack
nameDynamics CRM SP-Deprecation Note
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This property enables you to execute the Snap during the Save operation so that the output view can produce the preview data.

Snap type:Write
Description:

This Snap provides functionality to update an existing record in Microsoft Dynamics CRM.

ETL Transformations & Data Flow

This Snap enables the following ETL operations/flows:

  1. Extract data from the upstream Snap containing the data for updating the Dynamics CRM object(s)
  2. Transform the input document into a SnapLogic friendly JSON Document
  3. Load the data into the Dynamics CRM Update Snap to update the CRM object(s)

Input & Output

  • Input: Needs to have an upstream Snap that contains the mandatory fields for updating the existing CRM object. Mapper Snap is a preferred upstream Snap as it populates the input schema for the selected Dynamics CRM Object Type.
  • Output: A document with the result set. If the update is successful, then the output document will contains the Guid of the updated CRM object
  • Expected upstream Snaps: Mapper Snap
  • Expected downstream Snaps: None
Prerequisites:[None]
Limitations and Known Issues:
  • Works in Ultra Pipelines.
  • When updating more than one CRM Object in batches, the Batch Size range is from 1 to 1000. This is a limitation by Microsoft Dynamics CRM.
Configurations:

Account and Access

This Snap uses account references created on the Accounts page of SnapLogic Manager to handle access to this endpoint. See Dynamics CRM Account for information on setting up this type of account.


Views

InputThis Snap has exactly one document input view.
OutputThis Snap has exactly one document output view.
ErrorThis Snap has at most one document error view and produces zero or more documents in the view.


Troubleshooting:

For trouble shooting purpose, try performing a similar operation directly on the Dynamics CRM User Interface and collect the necessary data. Compare the data used in the User Interface with the SnapLogic pipelines to see if there are any inconsistencies.

In order to view the Object ID of the Dynamics CRM Object from the User Interface, the recommended approach is to install a browser plug-in. The plug-in will be available in the browser's Developer tools console. Contact your administrator for the preferred plug-in.

Settings

Label

Required. The name for the Snap. You can modify this to be more specific, especially if you have more than one of the same Snap in your pipeline.

Object type

Required. Microsoft Dynamics CRM Object Type.

Example: account.

Default Value: account

Note
titleImp. for adding activity type entity

When configuring activity type entities, such as Task, PhoneCall, Fax, etc., if the parameter regardingobjectid is also being added then map a logical name as well, this can be done by adding the parameter regardingobjectname. If this is not done, the Snap will throw an exception.


IDRequired. Guid of the Dynamics CRM Object. This field is suggestible.
Related object type

Microsoft Dynamics CRM Object Type of the Object to be related to.

Default Value: None

Related object relationship

Relationship Schema between the Microsoft Dynamics Object to be created with the related Object.

Default Value: None

Related object ID

Guid of the related Microsoft Dynamics CRM Object.

Default Value: None

Batch Size

Required. Number of records processed in each request. Batch size range is from 1 to 1000.

Default Value: 200

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Basic Use Case


The following pipeline describes how the Snap functions as a standalone Snap in a pipeline with an ID provided manually:



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Typical Snap Configuration

The Key Snap configurations are:

  • Without Expressions

In this pipeline, the Dynamics CRM Update Snap updates the Object type, contact by providing the ID manually:

  • With Expressions
    • Query from Upstream

    In this pipeline, the Dynamics CRM Update Snap updates the CRM Object with the ID as provided by the upstream CSV Generator Snap and the field to be updated via the Mapper Snap.

    The IDs as passed by the CSV Generator Snap:


The Mapper Snap provides the field to be updated with the value:

The Dynamics CRM Snap updates the Object type Contact, with the provided ID as taken from the upstream:

The successful execution of the pipeline displays the below output:

  


    • Pipeline Parameter

In this pipeline, the pipeline parameters are as set to be passed to the CRM Update Snap:



Advanced Use Case

The following describes a pipeline, with a broader business logic involving multiple ETL transformations, that shows how typically in an enterprise environment, CRM Update functionality is used. The pipeline download is available below.

This pipeline reads and moves files from the ServiceNow instance to the Dynamics CRM instance.

  

  • Extract: The ServiceNow Query Snap extracts the documnets from the ServiceNow instance.
  • Transform: The Mapper Snap maps the input schema to the target fields on the ServiceNow instance.
  • Transform: The Head Snap retrieves the needed documents (here the first five) in order from the top.
  • Transform: The second Mapper Snap maps the documents to passed to the CRM instance.
  • Transform: The third Mapper Snap maps the input schema to the target fields that are to be updated.
  • Load: The CRM Create Snap cretaes the entity on the CRM instance.
  • Load: The ServiceNow Snap updates the documensts as retrieved from the ServiceNow Query.
  • Load: The Dynamics CRM Update Snap updates the object type.



Downloads 

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Attachments
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See Also


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DEPRECATED | Microsoft Dynamics CRM Snap Pack
DEPRECATED | Microsoft Dynamics CRM Snap Pack
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