In this article we are going to do Incremental refresh for Account entity from Dynamics 365 CRM to Azure SQL. Steps: Create Linked Service for Azure SQL and Dynamics 365 CRM and create a table in Azure SQL DB Now we will create pipeline, in the pipeline we have two blocks, one is for getting data from last modified date and other block is used to Copy data from D365 CRM to Azure SQL recordmark block:In the Query Section we are retrieving latest modified data, if there is no data in Azure SQL database for modified on column it will take ‘01-01-1999’ and start integrating data after this date. In preview section we can see the last modified data. Copy data from D365 CRM to ASQL block Source In this block we will get last modified date from recordmark block and based on this it will fetch data for account, In the query section we are retrieving the account data from D365 CRM. SinkNow we will create UDT (User Defined Datatype) in Azure SQL, it will take care of update operation of existing records and insertion of new records based on “code” column using user defined stored procedure. MappingBelow is mapping details, once completed with above steps we are good to run Pipeline. first we will check last modified date in Destination Now we will create Account in CRM Now we will run the pipeline. Now will check in destination, as we can see modified date/time is “2020-04-13 07:08:35.000” Now let us modify this record(Change Phone number to “987654321” Now run the pipeline again, Now we will check the data in Destination(Azure SQL Database) In this way we can perform incremental refresh in Azure data factory.

Introduction This article is 2nd part of the blog published earlier on CRM and Salesforce integration. In earlier blog, we have seen how we can do real-time integration from Dynamics CRM to Salesforce. In this blog we will see how to do real-time integration from Salesforce to Dynamics CRM. Requirements Let’s assume a real world example. Contoso company tracks their Accounts and Contact details in Salesforce and customer care in Dynamics CRM. So they want allow creation of Accounts and Contacts in Salesforce and those should get created in Dynamics CRM in real-time. Also, they want to handle any Account/Contact update to be reflected in Dynamics CRM. Implementation Approach Below are the steps we will follow to do this integration for an Account entity. To trigger integration from Salesforce, we will implement a workflow rule in Salesforce on an Account object. We will configure this workflow to get triggered on Account creation or update. Add an Outbound Message as an action in above workflow rule to pass the data to integration service which will actually do the integration. The integration service will be hosted on either azure environment or externally accessible web server (e.g. IIS). Once we configure outbound message, we will use the WSDL generated by outbound message and create a web service which will perform below operations: Consume the outbound message Connect to Dynamics CRM Create/update record in Dynamics CRM as per outbound message. Log integration details. In this way, we can achieve real-time integration from Salesforce to CRM without modifying any Salesforce object or without having need to understand Salesforce query language. Implementation Steps Login to Salesforce environment. Create Workflow Rule as per below screenshot (More about workflow rules). Name: Give any rule name which is easy to understand purpose of the workflow rule. Object: Select Account object as we are doing integration for Account create/update. Select Evaluation Criteria as ‘Evaluate the rule when a record is created, and every time it’s edited. In Rule Criteria section, Select Run this rule if the following as ‘formula evaluates to true’. In formula, put 1 = 1 and click on Save. We are putting this condition to allow all records and not filter any. Add an outbound message as an action as per below screenshot in the workflow rule. Name: Give any name which is easy to understand purpose of the message. Object: Select Account. Endpoint URL: <hosted web service URL with asmx extension at the end> Select Send Session ID checkbox. Select All Columns. Once created, you need to create a web service project. Use below link to do the same. https://developer.salesforce.com/page/Creating_an_Outbound_Messaging_Notification_Service_with_CSharp_and_.Net_Framework_2.0 Once you are ready with above ASMX web service, write C# code to connect to CRM and consume the Outbound message as shown in above blog.   Functional Flow chart