On-Premise Data Gateway integration

My state of mind at this moment is hard to describe, but Malin Martnes sendt me this link from Urban dictionary 😂

This is Part 2 of the Gateway SETUP

The final settings

This is where we left off in the last post:

We need to do one config in CRM/CDS before we continue. For the integration to work we need to create a KEY for it to match on. The source doesn’t know of GUID, so I create a key for “Account Number”. In Norway we are lucky that this number is unique and applies to all organization’s.

Open the entity you are integration to (Account for me), and create a new field called KEY. I am choosing to use the “Account Number” field here as my Unique KEY. Remember to publish changes!!

First thing I do is limit the number of accounts while testing.

Then I remove all the blank fields in the KEY, to make it equal to the user input in Dynamics. You don’t have to do this, but chose to for simplicity.

In the next step you choose the entity to connect to in CDS/CRM, and map the field. I am choosing to only map “Name” and “Account Number” during the test.

And the magic continues. Here you can setup how often you wan this awesome sync to happen. Our data is fairly static, so once a week is fine:)

Wait until the query is done, and check out the newly created/updated Accounts in Dynamics. This is just a gamechanger for me.

Pricing (a little uncertain)

As far as I can see/understand, this is using Azure Message bus, and it prices everything to messages pr hour. Below is a snipp from https://azure.microsoft.com/en-us/pricing/details/service-bus/ In my case this would practically be “free”.

Basic
Operations$0.05 per million operations
Standard
Base charge 1$0.0135/hour
First 13M ops/month Included
Next 87M ops (13M–100M ops)/month $0.80 per million operations
Next 2,400M ops (100M–2,500M ops)/month $0.50 per million operations
Over 2,500M ops/month $0.20 per million operations

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7 thoughts on “On-Premise Data Gateway integration

  1. This puts the data in the default environment but what if you have Dynamics set up in a Sandbox and Prod environment which most people would. So I don’t see how having the data in the default environment is helpful.

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    1. I think you misunderstand. The gateway is installed in the default environment, but the integration is going to my sandbox dynamics. I agree, if it were the standard environment it wouldn’t male any sense 🙂

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  2. Great guide, i’ve followed this and managed to get the data sync online. But there’s one question about it though, how does deletion of data works? for example on prem sql ERP deletes a customer/products and i’d love to have it reflected in Dynamics CRM as well, is there a way to do this?

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    1. I decided not to delete, but just change the status to inactive.

      There is one setting in on of the pictures to “remove empty rows” when you do mapping. Would this work?

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  3. Hi Thomas,
    This looks very interesting to say the least. I look forward to testing this myself.
    Do you have more certainty about the pricing aspect now compared to when you wrote the blog post? Are you paying anything to use the service?

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