Microsoft Dynamics CRM to SFTP

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# Project Name - MICROSOFT DYNAMICS CRM TO SFTP

# Recipe URL - https://app.lingk.io/a/10932/tf/17557

# Description - This recipe reads data from MS Dynamics 365 oData APIs and writes to SFTP
              # To use this recipe, enter your Dynamics crendentials inline in the recipe and and configure an SFTP connector in your environment

# Industry - Higher Ed
# Business Process - Graduate Reporting

# Systems - Microsoft CRM, SFTP
# Connectors - Microsoft CRM, SFTP
# Data Flows - Single Direction
# Connection Type - API to SFTP

# Data Models
## BlackBoard Models Used:
#1. Accounts

# Add Recipe notes / Change log information here!

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# CONNECTORS specify what data will be pulled into the in-memory database during processing

connectors:

# Configure SFTP credentials in your Environment before running this recipe
  # SFTP Setup - https://help.lingk.io/en/articles/296-sftp-setup-guide

###### Start - MicrosoftCRM Reader connectors ######

-
    name: accountReader
    type: MicrosoftCrmReader
    properties:
      clientId : "[clientId]"
      clientSecret: "[clientSecret]"
      tenantName: "[yourtenantname]"
      rootUrl: "https://[yourdomain].crm.dynamics.com"
      path: "/api/data/v8.0/accounts"
      explodeResult: true

###### End - MicrosoftCRM Reader connectors ######

###### Start - SFTP Writer connectors ######

-
    name: accountWriter
    type: sftpWriter
    format: csv
    properties:
      path: [fullfilepath]

###### End - SFTP Writer connectors ######

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# format of the file read from SFTP

writeFormats:
-
    name: csv
    type: delimited
    properties:
      quoteAllFields: true
      delimiter: ','
      header: true

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# STATEMENTS specify how the data should be processed while in memory

statements:

#******************************************************************** D I S C L A I M E R ***********************************************************************************************
#                                                                                                                                                                                       * 
# Note that in an effort to keep recipes optimized for DPH (Data Processing Hours), print statements should be commented out after development has concluded for a recipe.              *
# For more information on DPH optimization, please visit the following help article - https://help.lingk.io/en/articles/212-minimizing-data-processing-hours-on-the-lingk-platform      *
#                                                                                                                                                                                       * 
#******************************************************************** D I S C L A I M E R ***********************************************************************************************

###### Start - SFTP Writer Accounts ######

# you will want to transform each record into a value that aligns with  MS-CRM Dynamics data structures
  - statement:|
        (accounts) => SELECT 
                      * accountReader
  #- statement: print accounts 
  - statement: INSERT accounts INTO accountWriter

###### End - SFTP Writer Accounts ######

# Add more statements to convert, join, aggregrate, transform, and integrate your data