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Creating a Dynamics CRM Bulk Data Source

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Creating a Dynamics CRM Bulk Data Source

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  1. On the left side options column expand Data Sources, expand Bulk Sources, and click on Query.
Query Source Location
  1. On the Query Data Sources page click Create Bulk Query button.
Create Bulk Query Button
  1. On the New Query Data Source page click the Dynamics 365 Customer Engagement Query Data Source button.
CE Query Icon
  1. The page to configure the Dynamics CRM query data source opens.
CRM Query Window

  1. Enter a Name for the query.
  2. Connection – Select the Dynamics 365 CE connection to be used from the dropdown list.
  3. Organization – Select the CE organization to be used from the dropdown list.
  4. Return Option Set Labels – Option sets within CE have a value (held in the database) and a label (shown to the end user). Default queries to CE return the value for option sets rather than the label. The return option sets as label checkbox on CE data sources will return the label linked to the option set instead of the value.
  5. Click Validate. If the validation is successful, the Edit Query button becomes active.
  6. Click Edit Query – Opens the Query Builder to create a new query or edit an existing query.
CRM Query Builder

  1. After the query has been created click on Next to return to the Dynamics 365 Customer Engagement Query Data Source window.
  2. Click Save to save the query source.
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