Contents
FME can read from and write to Microsoft Dynamics 365.
The Dynamics 365 Sales Reader/Writer in FME allows you to access and manipulate data such as accounts, cases, leads, and sales. These records represent key sales and customer relationship data. Using this reader/writer, you can extract, transform, and load (ETL) data from Microsoft Dynamics 365 Sales.
For more information, visit the Microsoft Dynamics 365 website.
Product and System Requirements
|
Format |
FME Platform |
Operating System |
||||
|---|---|---|---|---|---|---|
|
Reader/Writer |
FME Form |
FME Flow |
FME Flow Hosted |
Windows 64-bit |
Linux |
Mac |
|
Reader |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Writer |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Integrating this Format with FME Form
|
Download from FME Hub |
https://hub.safe.com/publishers/safe/packages/microsoft-dynamics365 |
|
Dependencies |
Python 3.8+ |
Accessing Microsoft Dynamics 365 Sales
To use FME’s Dynamics 365 Sales Reader/Writer, you need a Microsoft Azure account with access to the target Dynamics 365 Sales (Dataverse) environment and the URL of that environment. The reader and writer authenticate with OAuth 2.0 and communicate via the Microsoft Dataverse Web API.
Reader Overview
The Dynamics 365 Sales Reader retrieves rows from a selected table (entity). Choose the table in Table List, then select the User Attributes you want returned.
Writer Overview
The Dynamics 365 Sales Writer can Insert, Update, Upsert, and Delete records.
Terminology Notes
Dataverse is the secure and scalable data platform that underpins Dynamics 365 applications. It organizes data into tables, made up of rows and columns. Each column has a defined data type (such as text, number, date, or email) and stores a specific kind of value. Each row represents a single business item.
The table below maps common Dataverse/Dynamics365 concepts to how they are represented in FME:
|
Definition/FME Representation |
Dataverse Concept |
|---|---|
| Feature Type | Table |
| User Attribute | Column |
| Feature | Row |