Connect Azure Data factory to Dynamic 365 and extract data best practice help

Question

How to connect Dynamic365 application with Azure Data Factory and extract data on daily basis incremental data loading machanism

Answer 1

@MG

Thanks for reaching out to Microsoft Q&A.

1. To connect Dynamics 365 with Azure Data Factory , you can follow these l steps: Create a linked service to Dynamics 365: In Azure Data Factory, you can create a linked service to Dynamics 365 (Microsoft Dataverse) or Dynamics CRM1. This linked service will serve as the connection between Azure Data Factory and your Dynamics 365 application. Browse to the Manage tab in your Azure Data Factory and select Linked Services, then click New:
   1. Search for Dynamics or Dataverse and select the Dynamics 365 (Microsoft Dataverse) or Dynamics CRM connector.
   2. Configure the service details, test the connection, and create the new linked service.
   3. 

• Use a copy activity in Azure Data Factory: You can use a copy activity in Azure Data Factory or Synapse pipelines to copy data from and to Dynamics . This activity can be used to extract data from your Dynamics 365 application.
• Transform data: If necessary, you can use a data flow to transform data in Dynamics . This can be useful if you need to modify or clean the data before loading it into another system.

refer: https://learn.microsoft.com/en-us/azure/data-factory/connector-dynamics-crm-office-365?tabs=data-factory

2.To extract data on a daily basis using an incremental data loading mechanism

Incremental data loading: Azure Data Factory supports incremental (or delta) loading of data after an initial full data load. This means that after the first complete extraction of data, only the changes (new or updated data) will be extracted on a daily basis. This is a common scenario in data integration solutions.

for detailed information on Incremental data loading please follow the link: https://learn.microsoft.com/en-us/azure/data-factory/load-office-365-data

Please note that the exact steps and configurations can vary depending on your specific requirements and the versions of Dynamics 365 and Azure Data Factory that you are using.

Remember to ensure that your Azure Data Factory has the necessary permissions to access your Dynamics 365 application. If your tenant and user is configured in Microsoft Entra ID for conditional access and/or Multi-Factor Authentication is required, you will not be able to use Office 365 Authentication type. For those situations, you must use a Microsoft Entra service principal authentication.

Hope this helps. Do let us know if you any further queries.

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