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Insert excerpt DEPRECATED | Microsoft Dynamics CRM Snap Pack DEPRECATED | Microsoft Dynamics CRM Snap Pack name Dynamics CRM SP-Deprecation Note nopanel true
| Snap type: | Write | ||||||||||||
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| Description: | This Snap provides functionality to add new records in Microsoft Dynamics CRM based on the input document field values that match the Dynamics CRM object schema field names. ETL Transformations & Data Flow This Snap enables the following ETL operations/flows:
Input & Output
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| Prerequisites: | [None] | ||||||||||||
| Limitations and Known Issues: |
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| Account: | 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. | ||||||||||||
| 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
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| 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
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| 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
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In this pipeline, the entities are created for the Object type, account, using the related object type and ID.
The Mapper Snap passes the value for the entity to be created in the object type, account.
The CRM Create Snap creates the object, contact, under the Object type, account. The Related object relationship and the object ID are provided for the object created.
The output preview from the Create Snap:
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In this pipeline, the Dynamics CRM Create Snap creates the entity by taking the upstream values, and the CRM Delete Snap deletes the records with the IDs provided.
The Mapper Snap passes the values for the entity created, $name, under the Object type, account.
The CRM Create Snap creates the entity under the Object type, account.
The output preview from the CRM Create Snap:
The CRM Delete Snap deletes the entities by passing the respective ID passed from the upstream,
The output preview from the CRM Delete Snap:
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Typical Snap Configurations
The Key Snap configurations are:
- Without Expression: The values are passed directly into the Snap.
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- With Expression
- Pipeline Parameters
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 Create functionality is used. Download the pipeline from the link below.
This pipeline reads and moves files from the ServiceNow instance to the CRM instance.
Extract: The ServiceNow Query Snap runs a query and Extracts the documents from the ServiceNow platform.
Transform: The Head Snap retrieves the first 10 records to be updated to the CRM Object.
- Transform: The Mapper Snap maps the documents to be updated on a CRM Object.
Load: The CRM Create Snap loads the documents into the CRM Object.
Downloads
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