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Before you begin your migration:
Note: The MS Dynamics CRM Snap Pack is SOAP-based, and the MS Dynamics 365 for Sales Snap Pack is REST-based; therefore, the outputs of these Snaps differ. |
Mapping Snaps and Parameters
Snaps | Fields | ||
|---|---|---|---|
MS Dynamics CRM | MS Dynamics 365 For Sales | MS Dynamics CRM | MS Dynamics 365 For Sales |
Dynamics CRM Create  | Label | Label | |
Object type | Object Type | ||
Related object type | Related Object Type | ||
Related object relationship | Related Object Relationship | ||
Related object ID | Related Object ID | ||
Batch size | Batch Size | ||
-- | Number of Retries | ||
-- | Retry Interval (seconds) | ||
-- | HTTP Header
| ||
Snap Execution | Snap Execution | ||
Dynamics CRM Delete | Label | Label | |
Object type | Object type | ||
ID | ID | ||
Batch size | Batch size | ||
-- | Number of Retries | ||
-- | Retry Interval (seconds) | ||
-- | HTTP Header
| ||
Snap Execution | Snap Execution | ||
Dynamics CRM Read | Label | Label | |
Object Type | Object Type | ||
ID | ID | ||
Page Size | Page Size | ||
Start Page Number | Start Page Number | ||
Max Page Number | Max Page Number | ||
Include name fields | -- | ||
-- | Read Query Fields | ||
-- | Number of Retries | ||
-- | Retry Interval (seconds) | ||
-- | HTTP Header
| ||
Snap Execution | Snap Execution | ||
Dynamics CRM Search | Label | Label | |
Object type | Object type | ||
Page Size | Page Size | ||
Start Page Number | -- | ||
Max Page Number | Max Page Number | ||
Filter
| Filter Condition
| ||
-- | Query Parameters
| ||
Output attributes
| Output attributes
| ||
-- | Order By
| ||
-- | Number of Retries | ||
-- | Retry Interval (seconds) | ||
-- | HTTP Header
| ||
Snap Execution | Snap Execution | ||
Dynamics CRM Update | Label | Label | |
Object type | Object type | ||
ID | ID | ||
Related object type | Related Object Type | ||
Related object relationship | Related Object Relationship | ||
Related object ID | Related Object ID | ||
-- | Update Multiple Objects | ||
-- | Upsert Query Fields
| ||
-- | Number of Retries | ||
-- | Retry Interval (seconds) | ||
-- | HTTP Header
| ||
Batch size | Batch Size | ||
Snap Execution | Snap Execution | ||
Dynamics CRM Upsert | Label | Label | |
Object type | Object Type | ||
ID | ID | ||
Related object type | Related Object Type | ||
Related object relationship | Related Object Relationship | ||
Related object ID | Related Object ID | ||
Upsert Multiple Objects | Upsert Multiple Objects | ||
Upsert Query Fields | Upsert Query Fields | ||
Upsert Query Field | Upsert Query Field | ||
Batch size | Batch Size | ||
-- | Number of Retries | ||
-- | Retry Interval (seconds) | ||
-- | HTTP Header
| ||
Snap Execution | Snap Execution | ||
None | -- | Label | |
-- | Dynamics Organization URL The URL must be specific to the organization. | ||
-- | Object Type | ||
-- | HTTP Method | ||
-- | HTTP Request Body | ||
-- | Query Parameters
| ||
-- | Number of Retries | ||
-- | Retry Interval (seconds) | ||
-- | HTTP Header
| ||
-- | Snap Execution | ||
Mapping Accounts and Parameters
Accounts | Parameters | ||
|---|---|---|---|
Dynamics CRM Accounts | MS Dynamics 365 For Sales Accounts | Dynamics CRM Accounts | MS Dynamics 365 For Sales Accounts |
ADFS Kerberos Account for CRM OnPrem ADFS Kerberos Dynamic Account For CRM OnPrem | Dynamics 365 NTLM Account (On-premise) | Label | Label |
Username | Username | ||
Password | Password | ||
Domain | Domain | ||
CRM Organization Service endpoint | -- | ||
Kerberos distribution center | -- | ||
Kerberos Realm | -- | ||
Kerberos SPN | -- | ||
CRM Organization | Dynamics Organization URL | ||
ADFS Mex URL | -- | ||
Dynamics 365 Account for Online Dynamics 365 Dynamic Account for Online | Label | Label | |
Username | -- | ||
Password | -- | ||
CRM Organization Service endpoint | -- | ||
CRM Organization | -- | ||
-- | Dynamics Organization URL | ||
If you are using a new account, you must recreate custom objects and custom fields.
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The following table compares the output of the SOAP-based Dynamics CRM Snap Pack and the output of the REST-based MS Dynamics 365 for Sales Snap Pack.
Field | Output in MS Dynamics 365 For Sales | Output in Dynamics CRM |
|---|---|---|
Object |
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Batch Size | If the Batch Size is 1, the Dynamics 365 For Sales Create, Update, and Upsert Snaps display the output as follows:  If the Batch Size is more than 1, the Dynamics 365 For Sales Create, Update, and Upsert Snaps display the output as follows:  |
Migration Steps
To migrate existing MS Dynamics CRM Snap Pack pipelines to the MS Dynamics 365 for Sales:
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Step 2: Map the properties of the Dynamics CRM Create Snap with the Dynamics 365 For Sales Create Snap. In this step, we are creating an account Object Type.
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Step 3: Add an account for the replaced Dynamics 365 For Sales Create Snap.
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Step 8: Map the settings in the Dynamics 365 For Sales Update Snap as follows:
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Step 8: Validate the pipeline. You can view the following output in the preview:
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Step11: Remove the Dynamics CRM Delete Snap and replace it with the Dynamics 365 Delete Snap to delete the record.
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Step12: Validate the pipeline. The object is deleted, and you can view the status of the object deletion message in the output preview.
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