Microsoft Dynamics
This page describes how to use Census with Microsoft Dynamics.
This guide shows you how to use Census to connect your Microsoft Dynamics account to your data warehouse and create your first sync.
- Have your Microsoft Dynamics account ready.
- Have the proper credentials to access to your data source. See our docs for each supported data source for further information:
For Production Dynamics instances, the user to authenticate Census needs to have "Service Writer" permissions. For the Default environment, the user must be an Admin. Read more about this here.
- 1.
- 2.Click Add Service.
- 3.Select Microsoft Dynamics from the menu
- 4.Follow the Microsoft Dynamics OAuth authentication flow, which will ask you to log in with your Microsoft Dynamics username and password.
Once complete, you'll see your new connection in the Service Connections list. 👇
When defining models, you'll write SQL queries to select the data you want to see in Microsoft Dynamics. This can be as simple as selecting everything in a specific database table or as complex as creating new calculated values.
- 1.From inside your Census account, navigate to the Models page.
- 2.Click Add Model.
- 3.Enter a name for your model. You'll use this to select the model later.
- 4.Enter your SQL query. If you want to test the query, use the Preview button.
- 5.Click Save Model.
Basic SQL query for a new model
The sync will move data from your warehouse to Microsoft Dynamics. In this step, you'll define how that will work.
- 1.
- 2.Under What data do you want to sync?, choose your data warehouse as the Connection and your model as the Source.
- 3.Under Where do you want to sync data to?, choose Microsoft Dynamics as the Connection and the object (aka entity in Microsoft Dynamics) that you want to sync to (see Supported objects for more detail).
- 4.Under How should changes to the source be synced?, choose Update or Create (see Supported sync behaviors for options)
- 5.Under How are source and destination records matched?, select an Identifier for the model and for the Microsoft Dynamics object. Valid identifiers are single-columns keys for entities that you can set up in your Microsoft Dynamics instance (see Supported objects for more detail).
- 6.Under Which properties should be updated?, select which fields you would like to update.
- 7.Click Next. This will open the Confirm Details page where you can see a recap of your setup.
- 8.If you want to start a sync immediately, set the Run a sync now? checkbox.
- 9.Click Create Sync.
When configuring your sync, the page should look something like this: 👇
Source, destination and sync operation selectors
Sync identifier and mappings selectors
Once your sync is complete, it's time to check your data. Open Microsoft Dynamics and check that the entity that you sent data to has updated entries.
If everything went well, that's it! You've started syncing data from your warehouse to Microsoft Dynamics! 🥳️
Object Name | Supported? | Identifiers |
Entity name | ✅ | All single-column keys for the entity |
All Microsoft Dynamic entities are supported as objects to sync to in Census. Here is some documentation on defining keys for entities in Microsoft Dynamics:
Lookups from one Dynamics Entity to another in the same 365 workspace can be configured, and this happens via the single-column keys for the entity as such:
The lookup by key needs to single-column keys
When you have a null lookup, or a reference from which you want to disassociate a record, you need to sync over null.
For a string example of a column in Snowflake:
IFF(lookup_ref = '', NULL, lookup_ref) as lookup_refBehavior | Supported? | Objects |
Update or Create | ✅ | All |
You can send our support team an email at [email protected] or start a conversation from the in-app chat.