Migrating MS Dynamics CRM Snap Pack Pipelines to MS Dynamics 365 For Sales Snap Pack

In this article

You can use this procedure to migrate existing SnapLogic Pipelines that contain Snaps from the Microsoft Dynamics CRM Snap Pack to the MS Dynamics 365 for Sales Snap Pack.

Overview

While planning your migration to Dynamics 365 Snaps, compare your Dynamics CRM Snaps with the corresponding Dynamics 365 Snaps to identify required changes in the Snap settings. You must also map the accounts required to authenticate the Snaps.

Microsoft Dynamics 365 supports all features and capabilities of MS Dynamics CRM. However, the Dynamics CRM Snap Pack is SOAP-based and the MS Dynamics 365 for Sales Snap Pack is REST-based; therefore, the outputs are different.

Before you begin

Contact your Customer Support Manager (CSM) or SnapLogic Support to subscribe to the Microsoft Dynamics 365 for Sales Snap Pack.

Mapping Snaps and Parameters

Snaps

Parameter

 

Snaps

Parameter

 

MS Dynamics CRM

MS Dynamics 365 For Sales

MS Dynamics CRM

MS Dynamics 365 For Sales

Dynamics CRM Create

 

Dynamics 365 for Sales 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

  • Key

  • Value

Snap Execution

Snap Execution

 

Dynamics CRM Delete

Dynamics 365 for Sales Delete

Label

Label

Object type

Object type

ID

ID

Batch size

Batch size

--

Number of Retries

--

Retry Interval (seconds)

--

HTTP Header

  • Key

  • Value

Snap Execution

Snap Execution

 

Dynamics CRM Read

Dynamics 365 for Sales 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

  • Key

  • Value

Snap Execution

Snap Execution

 

Dynamics CRM Search

Dynamics 365 for Sales Search

Label

Label

Object type

Object type

Page Size

Page Size

Start Page Number

--

Max Page Number

Max Page Number

Filter

  • Type

  • Attribute

  • Operator

  • Value

Filter Condition

  • Type

  • Attribute

  • Operator

  • Value

--

Query Parameters

  • Parameter

  • Value

Output attributes

  • Attribute

Output attributes

  • Name

--

Order By

  • Attribute

  • Sort Order

--

Number of Retries

--

Retry Interval (seconds)

--

HTTP Header

  • Key

  • Value

Snap Execution

Snap Execution

 

Dynamics CRM Update

Dynamics 365 For Sales 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

  • Upsert Query Field

--

Number of Retries

--

Retry Interval (seconds)

--

HTTP Header

  • Key

  • Value

Batch size

Batch Size

Snap Execution

Snap Execution

 

Dynamics CRM Upsert

Dynamics 365 for Sales 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

  • Key

  • Value

Snap Execution

Snap Execution

 

None

Dynamics 365 for Sales Execute

--

Label

--

Dynamics Organization URL

The URL must be specific to the organization.

--

Object Type

--

HTTP Method

--

HTTP Request Body

--

Query Parameters

  • Parameter

  • Value

--

Number of Retries

--

Retry Interval (seconds)

--

HTTP Header

  • Key

  • Value

--

Snap Execution

Mapping Accounts and Parameters

Accounts

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

WIP: 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

Dynamics 365 OAuth2 for Online Account

Label

Label

Username

--

Password

--

CRM Organization Service endpoint

--

CRM Organization

--

--

Dynamics Organization URL
Client ID
Client secret
Access token
Refresh token
Access token expiration
Header authenticated
OAuth2 Endpoint
OAuth2 Token
Token endpoint config
Token endpoint parameter
Token endpoint parameter value
Auth endpoint config
Authentication parameter
Authentication parametr value
Auto-refresh token
Authorize

If you are using a new account, you must recreate custom objects and custom fields.

Output Differences Between Dynamics CRM and Dynamics 365 Snaps

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

Field

Output in MS Dynamics 365 For Sales

Output in Dynamics CRM

Object

accountid - The unique id generated after creating an account.

guid

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 from Dynamics CRM Snaps to Dynamics 365 For Sales Snaps:

  1. Remove Dynamics CRM Snaps from your Pipeline.

  2. Identify the corresponding Snaps in Dynamics 365 For Sales Snaps.

  3. Replace CRM Snaps with MS Dynamics 365 Snaps.

    1. If you are creating a new object, modify the $guid to $accountid in the downstream Snap of the Dynamics 365 Create Snap.

  4. Add the accounts as applicable.

    • If you are using an on-premise CRM account, map it to Dynamics 365 NLTM Account.

    • If you are using a cloud account, map it to Dynamics 365 OAuth2 Account for Online.

  5. Run your Pipeline.

Example

Updating MS Dynamics CRM Snaps with MS Dynamics 365 For Sales Snaps

Suppose you have a simple Pipeline containing Dynamics CRM Create, Update, and Delete Snaps to add, update, and delete objects/records. However, validating this Pipeline will fail due to the deprecation of WS-Trust Security Protocol by Microsoft. Therefore, you must migrate to MS Dynamics 365 For Sales Snaps.

Step 1: Remove the Dynamics CRM Snaps from your Pipeline and replace them with the MS Dynamics 365 Snaps.

Step 2: Map the properties of the Dynamics CRM Create Snap with the MS Dynamics 365 For Sales Create Snap. In this step, we are creating an account Object Type.

 

Step 3: Add the account for the replaced Dynamics 365 For Sales Create Snap.

Important: Add the relevant accounts for all the replaced Dynamics 365 For Sales Snaps.

Step 4: Validate the Pipeline created so far. Note that the output is different from the Dynamics CRM Create Snap. A unique ID is generated after creating an account.

Step 5: Configure the Mapper Snap to pass this accountid (record). In Dynamics CRM Snap, the input property is displayed as $guid. Therefore, you must change this value to $accountid to pass the correct data to the downstream Snap.

Step 6: Validate the Pipeline created so far. You can view the following output in the preview.

Step 7: Remove the Dynamics CRM Update Snap and replace it with Dynamics 365 For Sales Update Snap to update the record.

Step 8: Map the settings in Dynamics 365 For Sales Update Snap as follows:

 

Step 8: Validate the Pipeline created so far. You can view the following output in the preview:

Step 9: Map the settings of the Mapper Snap.

Step 10: Validate the Pipeline. The account is updated in the output preview.

Step11: Remove Dynamics CRM Delete Snap and replace it with Dynamics 365 Delete Snap to delete the record.

 

 

Step12: Validate the Pipeline. The object is deleted and you can view the object deletion message in the output preview.

Step 13: Run your Pipeline.

Download the MS Dynamics 365 For Sales Pipeline.

See it in Action

  File Modified

File Example_Migrating_DynamicsCRM_to_Dynamics365.slp

May 04, 2022 by Kalpana Malladi