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URL: https://www.cdata.com/kb/tech/dynamics365-sync-mysql.rst

⇱ Automated Continuous Dynamics 365 Replication to MySQL

Automated Continuous Dynamics 365 Replication to MySQL

👁 Cameron Leblanc
Cameron Leblanc
Senior Technology Evangelist
Use CData Sync for automated, continuous, customizable Dynamics 365 replication to MySQL.

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Dynamics 365 data into your MySQL instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

About Dynamics 365 Data Integration

CData simplifies access and integration of live Microsoft Dynamics 365 data. Our customers leverage CData connectivity to:

  • Read and write data in the full Dynamics 365 ecosystem: Sales, Customer Service, Finance & Operations, Marketing, and more.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics 365 in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.
  • Use SQL stored procedures to manage their Dynamics 365 entities - listing, creating, and removing associations between entities.

CData customers use our Dynamics 365 connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources) or analyze live Dynamics 365 data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Configure MySQL as a Replication Destination

Using CData Sync, you can replicate Dynamics 365 data to MySQL. To add a replication destination, navigate to the Connections tab.

  1. Click Add Connection. 👁 Add a new connection.
  2. Select the Destinations tab and locate the MySQL connector. 👁 Configure a Destination connection to MySQL.
  3. Click the Configure Connection icon at the end of that row to open the New Connection page. If the Configure Connection icon is not available, click the Download Connector icon to install the MySQL connector. For more information about installing new connectors, see Connections in the Help documentation.
  4. To connect to MySQL, set the following connection properties:
    • Connection Name: Enter a connection name of your choice for the MySQL connection.
    • Server: Enter the IP address or domain name of the server you want to connect to.
    • Port: Enter the port where the server is running.
    • Auth Scheme: Select the Auth Scheme as Password. The available auth schmes for MySQL are Password, NLTM, AzureAD, AzurePassword, AzureMSI, AwsIAMRoles, AwsEC2Roles, and LDAP.
    • User: Enter the username of a user with read/write access to the database.
    • Password: Enter the password of a user with read/write access to the database.
    • Database: Enter the name of the database.
    5. 👁 Enter the connection details.
  5. Once connected, click Create & Test to create, test and save the connection.

You are now connected to MySQL and can use it as both a source and a destination.

NOTE: You can use the Label feature to add a label for a source or a destination.

👁 Add a label.

In this article, we will demonstrate how to load Dynamics 365 data into MySQL and utilize it as a destination.

Configure the Dynamics 365 Connection

You can configure a connection to Dynamics 365 from the Connections tab. To add a connection to your Dynamics 365 account, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a source (Dynamics 365).
  3. Configure the connection properties.

    Edition and OrganizationUrl are required connection properties. The Dynamics 365 connector supports connecting to the following editions: CustomerService, FieldService, FinOpsOnline, FinOpsOnPremise, HumanResources, Marketing, ProjectOperations and Sales.

    For Dynamics 365 Business Central, use the separate Dynamics 365 Business Central driver.

    OrganizationUrl is the URL to your Dynamics 365 organization. For instance, https://orgcb42e1d0.crm.dynamics.com

    👁 Configuring a Source connection (Salesforce is shown).
  4. Click Connect to Dynamics 365 to ensure that the connection is configured properly.
  5. Click Save & Test to save the changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

👁 Select Source and Destination connections for the replication.

Replicate Entire Tables

To replicate an entire table, navigate to the Task tab in the Job, click Add Tasks, choose the table(s) from the list of Dynamics 365 tables you wish to replicate into MySQL, and click Add Tasks again.

👁 Choose entire tables to replicate (Salesforce is shown).

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication with the help of SQL queries. 👁 Configure a replication Transform.

Schedule Your Replication

Select the Overview tab in the Job, and click Configure under Schedule. You can schedule a job to run automatically by configuring it to run at specified intervals, ranging from once every 10 minutes to once every month.

👁 Schedule your job to run automatically.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Dynamics 365 data to MySQL.

Run the Replication Job

Once all the required configurations are made for the job, select the Dynamics 365 table you wish to replicate and click Run. After the replication completes successfully, a notification appears, showing the time taken to run the job and the number of rows replicated.

👁 Run the job.

Free Trial & More Information

Now that you have seen how to replicate Dynamics 365 data into MySQL, visit our CData Sync page to explore more about CData Sync and download a free 30-day trial. Start consolidating your enterprise data today!

As always, our world-class Support Team is ready to answer any questions you may have.