Migrating MS Dynamics CRM Snap Pack Pipelines to MS Dynamics 365 For Sales Snap Pack Pipelines
- Kalpana Malladi
- Cindy Hall (Unlicensed)
- Amritesh Singh
In this article
Overview
SnapLogic has deprecated the MS Dynamics CRM Snap Pack from the August 2022 4.30 release. Microsoft Dynamics 365 application supports all features and capabilities of Microsoft Dynamics CRM application. Therefore, we recommend that you migrate your pipelines to use the MS Dynamics 365 for Sales Snaps instead of the MS Dynamics CRM Snaps.
Before you begin your migration:
Contact your Customer Success Manager (CSM) or SnapLogic Support to subscribe to the Microsoft Dynamics 365 for Sales Snap Pack.
Compare the Snaps settings of your MS Dynamics CRM Snaps with the corresponding settings in the MS Dynamics 365 for Sales Snaps.
Identify and map the accounts needed to authenticate the Snaps.
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 | |||