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This document helps users migrate from the field-developed Microsoft Dynamics CRM Snap Pack to the product version of the Microsoft Dynamics CRM Snap Pack. The list below provides the information on each item with reference to the Field and Product versions. For more information, refer to Microsoft Dynamics CRM Snap Pack.
Before the migration begins, notice if the Snap to which you are migrating consists of the same FQID as before, or if there's a new version. See below for details. Your Technical Account Manager can assist you with this.
The FQID is used to uniquely identify the Snap. It consists of the Snap class ID and the class version. The FQID appears on the Info tab of the Snap.
Typically, a migration for a Snap will go from "<class_id>_<class_version>" to "<class_id>_<class_version + 1>". During migration, the Snap is updated with its version to match the incremented class version. The steps you take to migrate a Snap depend on whether a Product Snap has the same FQID as that of the Field Snap.
Open the Info tab on the Snap to locate the Class FQID. If the FQIDs are same for the Field and the Product Snap (for example, com-snaplogic-snaps-dynamicscrm-read_1). The <class_id>_<class_version> are the same. If the FQIDs are not the same, the Product Snap would typically have an incremented version number (for example, com-snaplogic-snaps-dynamicscrm-read_2).
The following images show an example of the CRM Read Snap. The Product version is on the right and the Field version is on the left. The FQIDs are the same for both versions. Note that 'SNAPSHOT' and 'snapsrc851' are the Snap Pack versions that change with every build.
To create the Accounts and configure the Snap from a pipeline:
To confirm your changes, navigate to Manager > Snap Statistics and generate a Snap Statistics report.
Note the total number of pipelines belonging to the Product Snap Pack is the same as before the migration since the respective FQIDs of the Snaps remain the same.
The Product online version of Dynamics CRM Snap Pack consists of accounts that support Online(Cloud) and On-Premises:
Passing the values dynamically into the Dynamic Accounts and the Snap using the pipeline parameters
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Both, the Online and On-Premises accounts have the same features. The only differences are the expressions on the Dynamic Account's UI.
Refer to Dynamics CRM Accounts for more information.
Account | Field Snap Pack | Product Snap Pack | Change on the Product Feature |
---|---|---|---|
Online | Label | Label | No change |
Online | Username | Username | No change |
Online | Password | Password | No change |
Online | CRM endpoint | CRM Organization Service endpoint | Change in the Property name. The complete endpoint should be provided. For example, if the endpoint has the Field version as https://win-q34q3acu3ik.dev.dom:444/ , the sample CRM Organization Service Endpoint in the Product version is https://win-q34q3acu3ik.dev.dom:444/SnapLogic/services/2020/Company.ggf |
Online | CRM Organization | CRM Organization | No change |
Refer to Dynamics CRM Accounts for more information.
Account | Field Snap Pack | Product Snap Pack | Change on the Product Feature |
---|---|---|---|
On-Premises | Label | Label | No change |
On-Premises | Username | Username | No change |
On-Premises | Password | Password | No change |
On-Premises | Domain | Domain | No change |
On-Premises | CRM endpoint* | CRM Organization Service endpoint* | Change in the Property name. The complete endpoint should be provided. For example, if the endpoint has the Field version as https://win-q34q3acu3ik.dev.dom:444/ , the CRM Organization Service Endpoint in the Product version is https://win-q34q3acu3ik.dev.dom:444/SnapLogic/services/2020/Company.ggf |
On-Premises | Kerberos distribution center* | Kerberos distribution center* | No change |
On-Premises | Kerberos Realm* | Kerberos Realm* | No change |
On-Premises | Kerberos SPN* | Kerberos SPN* | No change |
On-Premises | CRM Organization* | CRM Organization* | No change |
On-Premises | ADFS Mex URL | ADFS Mex URL | No change |
The Dynamics CRM Create Snap provides the 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.
Refer to Dynamics CRM Create for more information about this Product Snap.
Post migration steps:
Field Snap Pack Properties | Product Snap Pack Properties | Change on the Product Feature | |
---|---|---|---|
1 | Label* | Label* | |
2 | Object type* | Object type* | New property |
3 | Related object type | New property | |
4 | Related object relationship | New property | |
5 | Related object ID | New property | |
6 | Batch size* | New property | |
7 | Execute during preview | Execute during preview | New property |
Refer to Dynamics CRM Create for more information about this Product Snap.
Post migration steps:
Field Snap Pack Properties | Product Snap Pack Properties | Change on the Product Feature | |
---|---|---|---|
1 | Label* | Label* | |
2 | Object type* | Object type* | |
3 | Related object type | Related object type | |
4 | Related object relationship | Related object relationship | |
5 | Related object ID | Related object ID | |
6 | Dynamics CRM Batch Size* | Batch size* | Change in the property name |
7 | Batch Continue On Error* | This property does not exist. | |
8 | Execute during preview | Execute during preview |
The Dynamics CRM Delete Snap provides functionality to delete objects in Microsoft Dynamics CRM.
Refer to Dynamics CRM Delete for more information about this Product Snap.
Post migration steps:
Field Snap Pack Properties | Product Snap Pack Properties | Change on the Product Feature | |
---|---|---|---|
1 | Label* | Label* | |
2 | Object type* | Object type* | |
3 | ID* | New property | |
4 | Batch size* | New property | |
5 | Execute during preview | Execute during preview |
Refer to Dynamics CRM Delete for more information about this Product Snap.
Post migration steps:
Field Snap Pack Properties | Product Snap Pack Properties | Change on the Product Feature | |
---|---|---|---|
1 | Label* | Label* | |
2 | Object type* | Object type* | |
3 | ID* | New property | |
4 | Batch size* | New property | |
5 | Execute during preview | Execute during preview |
The Dynamics CRM Read Snap provides functionality to read records from Microsoft Dynamics CRM.
Refer to Dynamics CRM Read for more information about this Product Snap.
Post migration steps:
Field Snap Pack Properties | Product Snap Pack Properties | Change on the Product Feature | |
---|---|---|---|
1 | Label* | Label* | |
2 | Object type* | Object type* | |
3 | ID | New property | |
4 | Page Size | New property | |
5 | Start Page Number | New property | |
6 | Max Page Number | New property | |
7 | Include name Fields | ||
8 | Execute during preview | Execute during preview |
Refer to Dynamics CRM Read for more information about this Product Snap.
Post migration steps:
Field Snap Pack Properties | Product Snap Pack Properties | Change on the Product Feature | |
---|---|---|---|
1 | Label* | Label* | |
2 | Object type* | Object type* | |
3 | ID | New property | |
4 | Page Size | New property | |
5 | Start Page Number | New property | |
6 | Max Page Number | New property | |
7 | Include name fields | ||
8 | Execute during preview | Execute during preview |
Refer to Dynamics CRM Search for more information about this Product Snap.
The Product CRM Search Snap has a different FQID by virtue of its functionality. The Field CRM Search Snap uses an XML format for an input document while the Product CRM Search Snap uses the filter attributes to perform a search.
Post migration steps:
The following images show the respective Field and the Product Search Snaps. Notice the FQIDs are different for the Snaps, the <class version> is different while the <class id> remains the same.
Field Snap Pack Properties | Product Snap Pack Properties | Change on the Product Feature | |
---|---|---|---|
1 | Label* | Label* | |
2 | Object type* | New property | |
3 | Page Size | New property | |
4 | Start Page Number | New property | |
5 | Max Page Number | New property | |
6 | Filter | New property | |
7 | Output attributes | New property | |
8 | Fetch XML Query* | This property does not exist. | |
9 | Include name fields | This property does not exist. | |
10 | Execute during preview | This property does not exist. |
Refer to Dynamics CRM Search for more information about this Product Snap.
Field Snap Pack Properties | Product Snap Pack Properties | Change on the Product Feature | |
---|---|---|---|
1 | Label* | Label* | |
2 | Object type* | New property | |
3 | Page Size | New property | |
4 | Start Page Number | New property | |
5 | Max Page Number | New property | |
6 | Filter | New property | |
7 | Output attributes | New property | |
8 | Execute during preview | This property does not exist. | |
9 | Fetch XML Query* | This property does not exist. |
The Dynamics CRM Update Snap provides functionality to update an existing record in Microsoft Dynamics CRM based on the input document field values that match the Dynamics CRM object schema field names.
Refer to Dynamics CRM Update for more information about this Product Snap.
Post migration steps:
Field Snap Pack Properties | Product Snap Pack Properties | Change on the Product Feature | |
---|---|---|---|
1 | Label* | Label* | |
2 | Object type* | Object type* | |
3 | ID* | New property | |
4 | Related object type | New property | |
5 | Related object relationship | New property | |
6 | Related object ID | New property | |
7 | Batch size* | New property | |
8 | Execute during preview | Execute during preview |
Refer to Dynamics CRM Update for more information about this Product Snap.
Post migration steps:
Field Snap Pack Properties | Product Snap Pack Properties | Change on the Product Feature | |
---|---|---|---|
1 | Label* | Label* | |
2 | Object type* | Object type* | |
3 | ID* | New property | |
4 | Related object type | Related object type | |
5 | Related object relationship | Related object relationship | |
6 | Related object ID | Related object ID | |
7 | Dynamics CRM Batch Size* | Batch size* | Change in the property name |
8 | Batch Continue On Error* | This property does not exist. | |
9 | Execute during preview | Execute during preview |
The Dynamics CRM Upsert Snap provides functionality to update an existing record or insert a new record in Microsoft Dynamics CRM based on the input document field values that match the Dynamics CRM object schema field names.
Refer to Dynamics CRM Upsert for more information about this Product Snap.
Post migration steps:
Field Snap Pack Properties | Product Snap Pack Properties | Change on the Product Feature | |
---|---|---|---|
1 | The Dynamics CRM Upsert Snap is not available on the Field Snap pack | Label* | |
2 | Object type* | ||
3 | ID | ||
4 | Related object type | ||
5 | Related object ID | ||
6 | This property does not exist. | ||
7 | This property does not exist. | ||
8 | Upsert Multiple Objects | New property | |
9 | Upsert Query fields | ||
10 | Execute during preview |
Refer to Dynamics CRM Upsert for more information about this Product Snap.
Post migration steps:
Field Snap Pack Properties | Product Snap Pack Properties | Change on the Product Feature | |
---|---|---|---|
1 | Label* | Label* | |
2 | Object type* | Object type* | |
3 | ID | ||
4 | Related object type | Related object type | |
5 | Related object ID | Related object ID | |
6 | Dynamics CRM Batch Size* | This property does not exist. | |
7 | Batch Continue On Error* | This property does not exist. | |
8 | Upsert Multiple Objects | New property | |
9 | Upsert Query fields | Upsert Query fields | |
10 | Execute during preview | Execute during preview |