DEPRECATED | Dynamics CRM Create

Owned by Diane Miller
Last updated: Aug 18, 2022 by Kalpana Malladi
5 min read

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Snap type:Write
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:

  • Extract data from the upstream Snap containing the data for creating the Dynamics CRM object(s)
  • Transform the input document into a SnapLogic friendly JSON Document
  • Load the data into the Dynamics CRM Create Snap to create the CRM object(s)

Input & Output

  • Input: The ID of the Dynamics CRM Object to be Read. The information can either be provided directly in the Snap or in the upstream Snaps.
  • Output: A document with the result set. If the Read is successful, then the output document will contain all the fields of the provided CRM object(s)
  • Expected upstream Snaps: Mapper Snap
  • Expected downstream Snaps: None


Prerequisites:[None]
Limitations and Known Issues:
  • Works in Ultra Task Pipelines.
  • When reading more than one CRM Object in batches, the Batch Size ranges from 1 to 1000. This is a limitation set by Microsoft Dynamics CRM.
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

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

Imp. 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.

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

Snap execution

Select one of the three modes in which the Snap executes. Available options are:

  • Validate & Execute: Performs limited execution of the Snap, and generates a data preview during Pipeline validation. Subsequently, performs full execution of the Snap (unlimited records) during Pipeline runtime.
  • Execute only: Performs full execution of the Snap during Pipeline execution without generating preview data.

  • Disabled: Disables the Snap and all Snaps that are downstream from it.


Basic Use Case

 CRM Create object with Related Object relationship and ID

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:



 CRM Create and Delete entities using an ID

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:

Typical Snap Configurations

The Key Snap configurations are:

  • Without Expression: The values are passed directly into the Snap.

  • 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. 

 

  1. Extract: The ServiceNow Query Snap runs a query and Extracts the documents from the ServiceNow platform.

  2. Transform: The Head Snap retrieves the first 10 records to be updated to the CRM Object.

  3. Transform: The Mapper Snap maps the documents to be updated on a CRM Object.

  4. Load: The CRM Create Snap loads the documents into the CRM Object.


Downloads

Important steps to successfully reuse Pipelines

  1. Download and import the Pipeline into SnapLogic.
  2. Configure Snap accounts as applicable.
  3. Provide Pipeline parameters as applicable.

  File Modified

File CRM Create Without expression_2017_07_31.slp

Aug 04, 2017 by Kalpana Malladi

File CRM Create using Expression enabled_2017_07_31.slp

Aug 04, 2017 by Kalpana Malladi

File CRM Create Advanced Use Case from ServiceNow_2017_07_31.slp

Aug 07, 2017 by Kalpana Malladi

File Example_CRM Create Advanced Use Case from ServiceNow.slp

Feb 28, 2022 by Kalpana Malladi

File Example_CRM Create using Expression enabled.slp

Feb 28, 2022 by Kalpana Malladi

File Example_CRM Create Without expression.slp

Feb 28, 2022 by Kalpana Malladi


See Also

https://msdn.microsoft.com/en-us/library/microsoft.xrm.sdk.iorganizationservice.create.aspx


Snap Pack History

 Click to view/expand
ReleaseSnap Pack VersionDateTypeUpdates
4.29main15993 StableUpgraded with the latest SnapLogic Platform release.
4.28main14627 StableUpgraded with the latest SnapLogic Platform release.
4.27main12833 StableUpgraded with the latest SnapLogic Platform release.
4.26main11181 StableUpgraded with the latest SnapLogic Platform release.
4.25 Patch425patches10880 LatestImproved the Dynamics 365 for Sales Upsert Snap by caching the parameter lookups values.
4.25425patches9813 LatestFixed an issue with Dynamics CRM Search Snap where the Snap returns duplicate records when reading results from multiple pages.
4.25main9554
 
Stable

Upgraded with the latest SnapLogic Platform release.

4.24main8556
StableUpgraded with the latest SnapLogic Platform release.
4.23main7430
 
StableUpgraded with the latest SnapLogic Platform release.
4.22main6403
 
StableUpgraded with the latest SnapLogic Platform release.
4.21snapsmrc542

 

StableUpgraded with the latest SnapLogic Platform release.
4.20snapsmrc535
 
StableUpgraded with the latest SnapLogic Platform release.
4.19 Patch dynamicscrm8531 Latest

  • Fixes the following:

    • Dynamics CRM Upsert Snap to process GUID format.
    • Dynamics CRM Search Snap to parse additional object schema types.
4.19snaprsmrc528
 
StableUpgraded with the latest SnapLogic Platform release.
4.18snapsmrc523
 
StableUpgraded with the latest SnapLogic Platform release.
4.17ALL7402
 
Latest

Pushed automatic rebuild of the latest version of each Snap Pack to SnapLogic UAT and Elastic servers.

4.17snapsmrc515
 
Latest

Added the Snap Execution field to all Standard-mode Snaps. In some Snaps, this field replaces the existing Execute during preview check box.

4.16snapsmrc508
 
StableUpgraded with the latest SnapLogic Platform release.
4.15snapsmrc500
 
StableUpgraded with the latest SnapLogic Platform release.

4.14 Patch 

dynamicscrm5971

 Latest

Fixed an issue with the Upsert Snap wherein duplicate records were being created because the Snap was ignoring certain query fields.

4.14 Patch 

dynamicscrm5857

 Latest

Fixed an issue with Dynamics CRM Create operation for Owner id tags.

4.14 Patch dynamicscrm5753 Latest

Fixed an issue with Owner ID tags request process in the Dynamics CRM Create Snap.

4.14 Patch dynamicscrm5720 Latest

Enhanced the Dynamics CRM Read Snap with the following to optimize Pipeline execution time and data integrity:

  • Reduced cache time for Read suggestions to five minutes.
  • Removed cache for Entity Reads.
4.14snapsmrc490
 
StableUpgraded with the latest SnapLogic Platform release.
4.13

snapsmrc486

 
StableUpgraded with the latest SnapLogic Platform release.
4.12

snapsmrc480

 
StableUpgraded with the latest SnapLogic Platform release.
4.11 Patch dynamicscrm4359 Latest

Added support for Customer data type as an input parameter for the Dynamics CRM Snaps.

4.11 Patch dynamicscrm4286 Latest

Dynamics CRM Upsert - Added support for processing Dynamics CRM data types in the CRM Upsert Snap.

4.11snapsmrc465
 
StableUpgraded with the latest SnapLogic Platform release.
4.10 Patch dynamicscrm4185 

Support for Guid datatype as input parameter: Resolved an issue with Dynamics CRM Snaps that fails when record ID is specified.

4.10snapsmrc414

 


  • Introduced the CRM Upsert Snap in this release.
  • Performance enhancements for Microsoft Dynamics CRM Create.
4.9 Patchdynamicscrm3328

Addressed the issue: Dynamics CRM Create does not support some datatypes

4.9 Patchdynamicscrm3080

Addressed an issue with Dynamics CRM Read and Search Snap not converting OptionSetValues correctly.

4.9snapsmrc405 
  • This Snap Pack introduced in this release with the following Snaps:
    • Create
    • Update
    • Delete
    • Read
    • Search

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