In this blog, we highlight a lesson learned when we used a Dynamics 365 Customer Engagement online data source connector, called Instance Web API, for Power BI reports.
If you're a CRM Online customer, you may find that you'd like to have direct access to the database to perform advance reporting or utilize business intelligence tools that otherwise wouldn't be able to communicate with your CRM Online organization. Scribe provides a robust and easy-to-use tool that makes a copy of data in your CRM Online organization and syncs that data to an on-premises database that you have full control over. In the third and final installment in our Scribe Online Replication Service blog series, we'll be creating the Replication Service Solution!
Creating the Replication Service (RS) Solution
This is the solution in ScribeOnline that will be configured to perform the replication of your CRM Online database to your On-premises database.
1. Log in to ScribeOnline.
2. Navigate to Solutions.
3. Click on the + New button.
4. Select Replication Services (RS).
5. Enter your solution name and description and then click Next.
6. Select the agent you had installed in the previous steps and click Next.
7. Select your source connection (CRM Online connection) and click Next.
8. Select your target connection (SQL On-premises connection) and click Next.
9. Select an option for what you'd like to replicate down. In this example, we will select All Entities.
Running the Replication Service
Running the Replication Service for the first time will take some time depending on the number of records in your system. When it's run, it will populate the database in your on-premises instance and start copying the records. With the Replication Service solution, you can create a schedule to run this as frequently as you'd like. You can also run the solution on demand by logging in to the ScribeOnline portal, select the solution, and click Run Now.
Creating a scheduled run job.
Run on demand.
After running the solution, the database will begin populating with tables and data.
The ScribeOnline Replication Service tool is used to download a copy of your data from CRM Online so that you can do more advanced reporting and use business intelligence tools that you wouldn't otherwise be able to utilize with CRM Online. It should also be mentioned that this database copy is not a replacement for backups (done by Microsoft), and Microsoft cannot use this database to perform a restoration as it does not contain all of the required tables that come with a SQL backup.
We hope you enjoyed this series! Remember, we post great content on our blog every single day! So don't forget to subscribe so you get automatic updates delivered directly to your inbox.