Connect ADF to on-premise D365

Question

Is there a good article that explains fully how one can connect ADF to an on-premise D365 instance that clearly explains how to set up the Self-Hosted IR and the recommended linked service option values (i.e. authentication type) when extracting data from it (via Copy)

Answer 1

Hi @Tim Goodsell (AP)

Greetings & Welcome to Microsoft Q&A forum! Thanks for posting your query!

To connect Azure Data Factory (ADF) to an on-premises Dynamics 365 instance, you can use a Self-Hosted Integration Runtime (IR) and a Dynamics 365 linked service.

Here are the steps to set up the Self-Hosted IR and the Dynamics 365 linked service:

Set up the Self-Hosted IR:

• Install the Self-Hosted IR on a machine that has access to the on-premises Dynamics 365 instance.
• Register the Self-Hosted IR in the Azure portal and configure the connectivity settings.
• Ensure that the machine running the Self-Hosted IR has the necessary permissions to access the Dynamics 365 instance.

For more details, please refer Microsoft documentation: Create and configure a self-hosted integration runtime.

Set up the Dynamics 365 linked service:

• In the Azure portal, create a new linked service of type "Dynamics 365".
• Provide the necessary connection details such as the Dynamics 365 instance URL, authentication type, and credentials.
• Test the connection to ensure that the linked service is configured correctly.

For additional information, please refer: Copy and transform data in Dynamics 365 (Microsoft Dataverse) or Dynamics CRM using Azure Data Factory or Azure Synapse Analytics.

Once you have set up the Self-Hosted IR and the Dynamics 365 linked service, you can use the Copy activity in ADF to extract data from the Dynamics 365 instance.

Please refer, please refer this article for additional insights: Copy data from D365 Finance and SC using Azure Data Factory

I hope this information helps. Please do let us know if you have any further queries.

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Answer 2

Hi @Tim Goodsell (AP)

To connect Azure Data Factory (ADF) to an on-premises Dynamics 365 instance, you need to create a Self-Hosted Integration Runtime (IR) and configure a linked service. Here are the steps to follow:

1. First, you need to create a Self-Hosted IR. You can follow the instructions in this Microsoft documentation to create a Self-Hosted IR.
2. Once you have created the Self-Hosted IR, you need to create a linked service to connect to your on-premises Dynamics 365 instance. You can follow the instructions in this Microsoft documentation to create a linked service.
3. When creating the linked service, you need to select the appropriate authentication type based on your Dynamics 365 instance. If you are using an on-premises Dynamics 365 instance, you can use the Windows authentication type. If you are using a cloud-based Dynamics 365 instance, you can use the OAuth authentication type.
4. After you have created the linked service, you can use the Copy activity in ADF to extract data from your on-premises Dynamics 365 instance. You can follow the instructions in this Microsoft documentation to use the Copy activity.

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