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.

The Sample Template contains following files:
Table 1. Files in Sample Template folder
File Type File Name
Data Flow
  • SugarCRMAccount_Sync_MSDAccount.df
  • SugarCRMContact_Sync_MDSContact.df
DB Connection
  • MSDynamics_MS.json
  • SugarCRM_MS.json
ModelStore
  • mi_modelStore_MSDynamics_MS.smims
  • mi_modelStore_SugarCRM_MS.smims
Do the following to migrate data from SugarCRM OnPremise to MS Dynamics 365 Online
  1. Create following connections:
    1. SugarCRM_TestConnection with Type SugarCRM. Click Test and a success message is displayed: The connection SugarCRM_OnPremises successfully connected to the data source.
    2. 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.
  2. 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
  3. 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.
  4. Login using your Spectrum credentials.
  5. Click View from the menu; click Server Explorer.
  6. Double-click the SugarCRMAccount_Sync_MSDAccount dataflow job first.
  7. Double-click Read from DB_SugarCRM stage.
    1. Change the value in the 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%'
    2. Click OK to continue.
  8. Run the flow by clicking Run button on the Tool Bar in Enterprise Designer.
  9. Visit the MS Dynamics home page and click Accounts under Customers tab on the Sales page. Notice that the Accounts have been migrated.
  10. Double-click the SugarCRMContact_Sync_MDSContacts job.
  11. Double-click Read from_MSDynamics_DB stage.
    1. 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%'
    2. Click OK to continue
  12. Run the flow by clicking Run button on the Tool Bar in Enterprise Designer
  13. 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
The successful listing of accounts and contacts in the MS Dynamics page complete the migration process.