Table of Contents

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  1. Preface
  2. Understanding PowerExchange for Microsoft Dynamics CRM
  3. PowerExchange for Microsoft Dynamics CRM Configuration
  4. Microsoft Dynamics CRM Connections
  5. Microsoft Dynamics CRM Data Objects
  6. Microsoft Dynamics CRM Mappings
  7. Microsoft Dynamics CRM Run-time Processing
  8. Appendix A: Microsoft Dynamics CRM and Transformation Data Types

PowerExchange for Microsoft Dynamics CRM User Guide

PowerExchange for Microsoft Dynamics CRM User Guide

Microsoft Dynamics CRM Data Objects Overview

Microsoft Dynamics CRM Data Objects Overview

Create a Microsoft Dynamics CRM data object to read data from Microsoft Dynamics CRM. A Microsoft Dynamics CRM data object is a physical data object that represents data based on a Microsoft Dynamics CRM metadata.
Microsoft Dynamics CRM entities represent Microsoft Dynamics CRM metadata. You can import the metadata from any entity available in your Microsoft Dynamics CRM organization. When you import from Microsoft Dynamics CRM, the Developer client displays the entities available in the organization in a hierarchical order. The relationship between the entities can be one-to-many and many-to-many. Design the mappings according to the entity relationships in the read and write data objects to maintain the integrity of data.
The Developer client imports the following properties of the attributes in an entity:
  • Name
  • Display Name
  • Datatype
  • Precision
  • Scale
  • Required Level
  • Description of the attribute
The Developer client displays all the entities in Microsoft Dynamics CRM. Some entities may not be readable or writable.
You cannot import OptionSet metadata with PowerExchange for Microsoft Dynamics CRM.
You can edit the source or target definitions after you import the entities. You can read data from attributes of datatype entity_name but cannot write data.
You cannot import the picklist attribute directly. You can create a lookup to read and write the picklist attribute.
When you write an attachment for an annotation or note entity, encode the file as a base64 string. When you read an attachment from a Microsoft Dynamics CRM source, the attachment is read as a base64 encoded string. You may need to decode the string to binary if you use binary fields in other targets or transformations. The default size of an attachment is 5 MB.

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