Integration between SugarCRM OnPremises and Microsoft Dynamics 365 Online
This section illustrates the migration of Account and Contacts from SugarCRM OnPremises to Microsoft Dynamics 365 Online systems. If there is an existing association of Contacts and Account in the SugarCRM, the migration takes care to maintain the same in Microsoft Dynamics 365 Online system as well.
File Type | File Name |
---|---|
Data Flow |
|
DB Connection |
|
ModelStore |
|
- Create following connections:
- SugarCRM_TestConnection with Type SugarCRM. Click Test and a success message is displayed: The connection SugarCRM_OnPremises successfully connected to the data source.
- MSDynamics_TestConnection with Type Microsoft Dynamics 365. Click Test and a success message is displayed: Success: The connection Microsoft Dynamics 365 Online successfully connected to the data source.
- Import and deploy files using Spectrum Command line utility. Use following commands
in given order:
- Import modelstore using
command:
modelstore bulkimport –-importDependency true
- Deploy modelstore using
command:
modelstore deploy –-modelStoreName MSDynamics_MS modelstore deploy –-modelStoreName SugarCRM_MS
- Import dbconnection using command:
dbconnection import –-f MSDynamics_MS.json dbconnection import –-f SugarCRM_MS.json
- Import data flows using
command:
dataflow import –-f SugarCRMAccount_Sync_MSDAccount.df dataflow import –-f SugarCRMContact_Sync_MDSContact.df
- Import modelstore using
command:
- Launch the Enterprise Designer application. You can download the executable setup of this application from Desktop section of Platform Client Tool on the Spectrum Platform home page.
- Login using your Spectrum credentials.
- Click View from the menu; click Server Explorer.
- Double-click the SugarCRMAccount_Sync_MSDAccount dataflow job first.
- Double-click Read from DB_SugarCRM stage.
- Change the value of field date_entered as required and click OK
Select "SugarCRM_PM"."Accounts"."email1", "SugarCRM_PM"."Accounts"."name", "SugarCRM_PM"."Accounts"."phone_office", "SugarCRM_PM"."Accounts"."date_entered" From "SugarCRM_PM"."Accounts" Where "SugarCRM_PM"."Accounts"."date_entered" Like '2017-08-28%'
- Click OK to continue.
- Change the value of field date_entered as required and click OK
- Run the flow by clicking Run button on the Tool Bar in Enterprise Designer.
- Visit the MS Dynamics home page and click Accounts under Customers tab on the Sales page. Notice that the Accounts have been migrated.
- Double-click the SugarCRMContact_Sync_MDSContacts job.
- Double-click Read from_MSDynamics_DB stage.
- Change the value of the field createdon as required and click OK
Select "MSDynamics_PM"."account"."name", "MSDynamics_PM"."account"."telephone1", "MSDynamics_PM"."account"."emailaddress1", "MSDynamics_PM"."account"."createdon", "MSDynamics_PM"."account"."accountid" From "MSDynamics_PM"."account" Where "MSDynamics_PM"."account"."createdon" Like '2017-09-11%'
- Click OK to continue
- Change the value of the field createdon as required and click OK
- Run the flow by clicking Run button on the Tool Bar in Enterprise Designer
- Visit the MS Dynamics home page and click Contacts under Customers tab on the Sales page. Notice that the Contacts are listed on the page