Dynamics 365 For Sales Update

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Overview

This Snap provides functionality to update an existing record in MS Dynamics 365 for Sales.

ETL Transformations & Data Flow

This Snap enables the following ETL operations/flows:

  1. Extract data from the upstream Snap containing the data for updating MS Dynamics 365 for Sales object(s).
  2. Transform the input document into a SnapLogic friendly JSON Document.
  3. Load the data into the Dynamics 365 for Sales Update Snap to update MS Dynamics 365 for Sales object(s).

Input & Output

  • Expected upstream Snaps: Any Snap, such as the Mapper Snap, that offers a document view as output.
  • Expected downstream Snaps: None
  • Input: Needs to have an upstream Snap that contains the mandatory fields for updating the existing MS Dynamics 365 for Sales object. Mapper Snap is a preferred upstream Snap as it populates the input schema for the selected MS Dynamics 365 for Sales Object Type.
  • OutputA document with the result set. If the update is successful, then the output document will contains the GUID of the updated MS Dynamics 365 for Sales object.


Prerequisites

You must have a Dynamics 365 OAuth2 for Online account, data to query, and access to the objects concerned.

Configuring Accounts

This Snap uses account references created on the Accounts page of SnapLogic Manager to handle access to this endpoint. See Configuring Dynamics 365 for Sales Accounts for information on setting up this type of account.

Configuring Views

Input

This Snap has at most one document input view.
OutputThis Snap has exactly one document output view.
ErrorThis Snap has at most one document error view.

Troubleshooting

For troubleshooting purpose, try performing a similar operation directly on the MS Dynamics 365 for Sales console and collect the necessary data. Compare the data used in the user interface with the SnapLogic pipelines to see if there are any inconsistencies.

Limitations and Known Issues

  • When deleting more than one object in batches, the Batch Size range is from 1 to 1000. This is a limitation by Microsoft Dynamics 365 for Sales.
  • MS Dynamics 365 for Sales limits the number of API calls to 60,000 per minute, per user org.  This should be considered, when configuring the size of any batch process.
  • The Object Type suggestions are limited to the object types available within the MS Dynamics 365 For Sales v8.2 and v9.0. There is no current ability to suggest custom object types.
  • This Snap cannot create relationships using collection-valued navigation properties, such as contact_customer_accounts, due to current WebAPI limitations; however, it works correctly with single-valued navigation properties, such as primarycontactid.

Modes

Snap Settings


LabelRequired. The name for the Snap. Modify this to be more specific, especially if there are more than one of the same Snap in the pipeline.
Object type

Required. The MS Dynamics 365 for Sales object type. You can either enter the name of the object type in this field, or you can select it from the drop-down list displayed when you click the Suggest button.

Example: account.

Default Value: account

ID

Optional. Specify the Guid of the Dynamics CRM Object.

Default Value: None

Alternate KeysUse this field set to configure columns to use as the alternate key for entities.

Key Columns


Specify a name for the column to use in an alternate key.

Default Value: N/A
Example: CompanyName, EmailAddress

  • Use the column’s actual name (instead of the Display name).You must look up for the actual column name in Power Apps menu and select Columns from the table menu.
  • If you frequently access data using a combination of columns other than the Primary ID, then we recommend that you use Alternate Keys for better performance.

Learn more about Configuring Alternate Keys in MS Dynamics 365 For Sales (Power Apps) .

Related object type

The object type of the related object.

Default Value: None

Related object relationship

Relationship between the objects that must be updated.

This Snap cannot create relationships using collection-valued navigation properties, such as contact_customer_accounts, due to current WebAPI limitations; however, it works correctly with single-valued navigation properties, such as primarycontactid.

Default Value: None

Related object ID

GUID of the related MS Dynamics 365 for Sales object.

Default Value: None

Upsert Multiple Objects

Optional. Select this checkbox to update multiple records per object type if the query returns more than one CRM record.

Default Value: Deselected
Example: Selected

Upsert Query Fields

Use this fieldset to include the query fields.

Upsert Query Field

Specify the query fields to use to upsert the corresponding CRM records.

Default value: None
Example: clientname

Batch Size

Required. Number of records processed in each request. Batch size range is from 1 to 1000.

Default Value: 200

Number of Retries

Specify the maximum number of attempts to be made to receive a response. The request is terminated if the attempts do not result in a response. 

Default Value: 0
Example
: 1

Retry Intervals (seconds)

Specify the time interval between two successive retry requests. A retry happens only when the previous attempt resulted in an exception. 

Default Value: 1
Example
: 5

HTTP header

Additional HTTP headers to pass when sending requests to the Dynamics 365 for Sales instance.

Example:

Key

 Value
Prefer odata.include-annotations="*"

Default value: No default value

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.

Example

Using the Dynamics 365 for Sales Update Snap to Update an Object

Basic use case: Using the Update Snap to update an object, using update details from an upstream Mapper Snap.

 Using the Dynamics 365 for Sales Update Snap to Update an Object

The following pipeline demonstrates how you can use the Dynamics 365 for Sales Update Snap to update an object using a Mapper to provide the update information.

We add a Mapper Snap to the pipeline, and use the Snap to provide the change we want to update. In this example, we change the attribute 'accountnumber' to 'account'.

We now add an Dynamics 365 for Sales Update Snap and select the object whose details we want to update:

Save your changes and execute the pipeline. For a successful execution, you should see a confirmation output as displayed below:

Download the sample pipeline

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 Example_MS_Dynamics_Update_Mapper_Upstream.slp

Mar 04, 2022 by Subhajit Sengupta


Snap Pack History

 Click to view/expand
ReleaseSnap Pack VersionDateTypeUpdates
November 2022main18944 StableUpgraded with the latest SnapLogic Platform release.
October 2022430patches18719 Latest

The Dynamics 365 for Sales Create, Dynamics 365 for Sales Update, Dynamics 365 for Sales Upsert, and Dynamics 365 for Sales Delete Snaps now do not fail with the lineage issue for Ultra Pipelines.

September 2022430patches18305 Latest
August 2022430patches17665 Latest

The Microsoft Dynamics 365 for Sales Read Snap can now read up to five million records without hanging. 

August 2022430patches17054 Latest

The Dynamic 365 for Sales Update and Dynamic 365 for Sales Upsert Snaps now support expressions for the Key Columns field when you pass the alternate keys from Pipeline parameters and upstream Snaps.

August 2022main17386 StableThe Alternate Keys fieldset in the Dynamics 365 For Sales Update and Dynamics 365 For Sales Upsert Snaps now enable you to refer to entities by unique or nonunique combinations of columns.
4.29 Patch429patches17123 Stable
  • Dynamics 365 OAuth2 Account For Online now supports on-premise usage that allows you to access the latest version of the APIs supported in the MS Dynamics 365 suite.

  • Fixed an issue with Dynamics 365 For Sales Read Snap where the Snap displayed a Null Pointer error instead of the actual 429 HTTP status code - Too Many Requests error from the endpoint, and the Pipeline failed. Now Snap does not display a Null Pointer error if the Snap encountered a 429 error and the pipeline goes to the completed state.

  • Fixed an issue with Dynamics 365 For Sales Upsert Snap where the Snap displayed a different error message in the error view when the batch size is greater than 1.

  • Fixed an issue with Dynamics 365 For Sales Update and Dynamics 365 For Sales Upsert Snaps where the Snaps wrote to both output view and error view when the update fails and batch size is equal to 1. Now, the Snap writes only to the error when the update fails.

  • Fixed an issue with Dynamics 365 For Sales Update and Dynamics 365 For Sales Upsert Snaps where the Snaps did not write to the output view when the response is null. Now the Snaps correctly write to the output view when the response is null.

  • Enhanced the Dynamics 365 For Sales Update and Dynamics 365 For Sales Upsert Snaps with Alternate Keys fieldset that enables you to refer to entities by unique or nonunique combinations of columns.

4.29main15993 Stable
  • MS Dynamics 365 For Sales Snaps now supports on-premise installations of MS Dynamics 365.

  • Added a new account type Dynamics 365 NTLM Account that enables to connect to MS Dynamics 365 Snaps through NTLM authentication.

4.28 Patch428patches15219 Latest

Updates in the MS Dynamics 365 for Sales Create and MS Dynamics 365 for Sales Upsert Snaps:

  • Improved performance by streamlining the process of creating new entities.
  • Fixed an issue where the Content-Length header was incorrectly set when Unicode characters were present in the request.
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 Patch425patches10303 LatestFixed an error in Dynamics 365 for Sales Create Snap where the Snap does not send the original documents to the error view in the output when the batch size property is set to greater than 1.
4.25main9554
 
StableUpgraded 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.
4.21 Patch dynamics365forsales8856 Latest

Fixes Pipeline validation error that occurs when writing data from Dynamics 365 for Sales Update Snap to output documents.

4.21snapsmrc542

 

StableUpgraded with the latest SnapLogic Platform release.
4.20snapsmrc535
 
StableUpgraded with the latest SnapLogic Platform release.
4.19 Patchexpensify8335 Latest

Fixed the broken doc link for the Expensify Export Report Snap.

4.19snaprsmrc528
 
StableUpgraded with the latest SnapLogic Platform release.
4.18 Patch dynamics365forsales7957 Latest
  • Fixed a NullPointerException issue with the Dynamics 365 for Sales Delete Snap wherein the Object ID is invalid.
  • Fixed a concurrency issue with multiple Dynamics 365 for Sales Snaps when running in parallel.
4.18 Patch dynamics365forsales7952 Latest

Added support for lookup type in the input document to be formatted per MS Dynamics 365 for Sales syntax.

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.

4.16 Patch dynamics365forsales7232 Latest

Dynamics 365 for Sales Read Snap now supports custom object types. 

4.16snapsmrc508
 
StableUpgraded with the latest SnapLogic Platform release.
4.15snapsmrc500
 
StableUpgraded with the latest SnapLogic Platform release.
4.14snapsmrc490
 
Stable
  • New Snap Pack: MS Dynamics 365 for Sales Snap Pack introduced in this release with the following Snaps:
    • Create
    • Delete
    • Execute
    • Read
    • Search
    • Update
    • Upsert