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URL: https://www.cdata.com/kb/tech/dynamicscrm-sync-googlecloudsql.rst

⇱ Automated Continuous Dynamics CRM Replication to Google Cloud SQL

Automated Continuous Dynamics CRM Replication to Google Cloud SQL

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Sync for automated, continuous, customizable Dynamics CRM replication to Google Cloud SQL.

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Dynamics CRM data into your Google Cloud SQL 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 CRM Data Integration

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

  • Read and write data in the Dynamics CRM 2011+ Services and Dynamics CRM Online.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics CRM 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.

CData customers use our Dynamics CRM 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 CRMa data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Configure Google Cloud SQL as a Replication Destination

Using CData Sync, you can replicate Dynamics CRM data to Google Cloud SQL. To add a replication destination, navigate to the Connections tab. Then select the appropriate destination based on your Google Cloud SQL service (MySQL, PostgreSQL, or SQL Server).

MySQL

  1. Click Add Connection.
  2. Select MySQL as a destination. 👁 Configure a Destination connection to MySQL.
  3. Enter the necessary connection properties. To connect to MySQL, set the following:
    • Server: The IP address or domain name of the server you want to connect to.
    • Port: The port where the server is running.
    • User: The username of a user with read/write access to the database.
    • Password: The password of a user with read/write access to the database.
    • Database: The name of the database.
  4. Click Test Connection to ensure that the connection is configured properly. 👁 Configure a Destination connection.
  5. Click Save Changes.

Jump to configuring the Dynamics CRM connection.

PostgreSQL

  1. Click Add Connection.
  2. Select PostgreSQL as a destination. 👁 Configure a Destination connection to PostgreSQL.
  3. Enter the necessary connection properties. To connect to PostgreSQL, set the following connection properties (CData Sync ships with the Npgsql ADO.NET Provider for PostgreSQL):
    • Server: The address of the server hosting the PostgreSQL database.
    • Port: The port used to connect to the server hosting the PostgreSQL database.
    • User: The user ID provided for authentication with the PostgreSQL database.
    • Password: The password provided for authentication with the PostgreSQL database.
    • Database: The name of the database.
  4. Click Test Connection to ensure that the connection is configured properly. 👁 Configure a Destination connection.
  5. Click Save Changes.

Jump to configuring the Dynamics CRM connection.

SQL Server

  1. Click Add Connection.
  2. Select SQL Server as a destination. 👁 Configure a Destination connection to SQL Server.
  3. Enter the necessary connection properties. To connect to SQL Server, set the following:
    • Server: The name or network address of the computer running SQL Server.
    • User: The username provided for authentication with SQL Server, if using forms authentication.
    • Password: The password provided for authentication with SQL Server, if using forms authentication.
    • Database: The name of the SQL Server database.

    Java Edition

    The Java version requires the Microsoft SQL Server JDBC driver, which can be downloaded from the Microsoft Download Center. Copy the JDBC driver to the lib folder of your Java Web server to make a connection.

  4. Click Test Connection to ensure that the connection is configured properly. 👁 Configure a Destination connection.
  5. Click Save Changes.

Jump to configuring the Dynamics CRM connection.

Configure the Dynamics CRM Connection

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

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

    The connection string options meet the authentication and connection requirements of different Dynamics CRM instances. To connect to your instance, set the User and Password properties, under the Authentication section, to valid Dynamics CRM user credentials and set the Url to a valid Dynamics CRM server organization root. Additionally, set the CRMVersion property to 'CRM2011+' or 'CRMOnline'. IFD configurations are supported as well; set InternetFacingDeployment to true.

    Additionally, you can provide the security token service (STS) or AD FS endpoint in the STSURL property. This value can be retrieved with the GetSTSUrl stored procedure. Office 365 users can connect to the default STS URL by simply setting CRMVersion.

    👁 Configuring a Source connection (Salesforce is shown).
  4. Click Connect to ensure that the connection is configured properly.
  5. Click Save 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, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

👁 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. 👁 Configure a replication Transform.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after 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 CRM data to Google Cloud SQL.