Working With Dynamics CRM Action Outputs Using KingswaySoft

30 August 2024
KingswaySoft Team

In Dynamics 365 CE/CRM, Actions are a type of process that can be invoked to perform a specific task. They supports input parameters that can be passed in as arguments if required, as well as Output parameters to obtain a status or any parsed value. In our KingswaySoft Dynamics CRM Destination component, you can easily trigger an Action by using the ExecuteWorkflow option and configure the output parameters as well. In this blog post, we will go through the steps to accomplish this.


Easily Translate CRM Option Values Using KingswaySoft

31 July 2024
KingswaySoft Team

When writing to Dynamics 365 CE/CRM entities, it is important to remember that when dealing with Option values or Choice type fields, these are a set of defined values applicable for a field within the scope of the Dynamics 365 CRM instance. Your source component may have a different value set for the same field, which is common when the Source is not a Dynamics 365 CRM instance. In this blog post, we will show you how to use KingswaySoft's Option Value Mapping feature to translate and handle such fields easily.


Extracting Information with Ease Using KingswaySoft JSON/XML Extract Task

28 June 2024
KingswaySoft Team

In your ETL integration development, you might run into a situation where you need to obtain some information from a JSON or XML file served by an HTTP service endpoint via either SOAP or REST framework. Without a proper strategy, this process design can impose some interesting challenges. In this blog post, we will showcase how to use our HTTP Requester Task and JSON Extract Task to accomplish this with ease.


Build a More Resilient Message Queue Processing Flow Using KingswaySoft

31 May 2024
KingswaySoft Team

Message queues are pivotal when it comes to communicating within a system or between multiple systems. It allows different parts of a system to communicate and process operations asynchronously. A message queue provides a lightweight buffer that temporarily stores messages and endpoints, which allow client components to connect to the queue and send and receive messages. KingswaySoft has various message queue components and control flow tasks that can be used in your integration workflow. Today, we will be looking into a specific constraint that queues could cause with higher volumes of messages, and how these can easily be handled within SSIS with KingswaySoft.


Automate Exporting and Emailing Power BI Reports with KingswaySoft

29 April 2024
KingswaySoft Support

Power BI reports are a great way to get quick and detailed snapshots of data sources. In this blog post, we will discuss how to export reports in your preferred offline format (such as PDF) and send them to any email address required, all within a single data flow. Additionally, you will be able to dynamically set how frequently to send the report and to add or remove recipients receiving this email.


Effective Use of KingswaySoft Email Destination to Send Emails with Attachments

23 February 2024
KingswaySoft Team

Sending emails is a common scenario in integrations, whether for logging a process status, sending a periodic report, job monitoring, etc. Handling this within the SSIS package can be advantageous in many ways, and with KingswaySoft's Email Destination Component, we make it as easy as possible.


Working with HubSpot CRM Associations with Ease Using KingswaySoft

31 January 2024
KingswaySoft Team

Associations are used in HubSpot to define a relationship between objects and activities. It is critical to have these properly defined to keep your data and relationships as intended. In this blog post, we will show you how to use KingswaySoft components to easily create and maintain HubSpot associations.


Working with Email Attachments for Your Dynamics CRM Integration

30 January 2024
KingswaySoft Team

Moving emails across Dataverse or Dynamics 365 environments, especially handling email attachment records, poses unique challenges due to the specific behaviors of the Dataverse/CRM email attachment entity. In this blog post, we will demonstrate how to work with the ActivityMimeAttachment entity in Microsoft Dynamics CRM for accurate data migration, using the CDS/CRM Destination components available in our Dynamics 365 Toolkit.


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