Dance with CRM Statuses In ETL Project

31 March 2017
Daniel Cai

Microsoft Dynamics 365/CRM entities often have some special statuses that would prohibit update of the entity record when there are any other fields involved but the record itself is in a certain status. One of such entities is the CRM case entity which has a physical name of incident in the system. If a case is resolved, you can't make any further updates to the record, otherwise you will receive an error indicating the case has been resolved, it needs to be reopened in order to make changes. This applies to other entities that might have similar restrictions, and it imposes a challenges to data integration (or ETL) development. In this blog post, I will show you how to work around this situation.


Extracting CRM Attachments with Ease

21 March 2017
Daniel Cai

There are many reasons that you might want to extract attachments from Microsoft Dynamics 365/CRM. For CRM online users one of the most appealing reason might be uploading the CRM attachments to a cloud storage such as SharePoint or OneDrive as a more cost-effective storage option. In this blog post, I will show you how to extract CRM attachments and save them to your local file system.


Update CRM Entityimage in 3 Easy Steps Using Premium Derived Column

24 November 2016
Jeremy Ji

In this blog post we will cover how you can very easily update CRM Entityimage within SSIS using the new Premium Derived Column.


Find and Merge CRM Duplicates With Ease Using SSIS Productivity Pack

04 November 2016
Chen Huang

This blog demonstrates how to use our SSIS Duplicate Detector component to find and merge duplicates with ease in CRM.


Announcing Migration Starter Pack for CRM Online and CRM On-Premise

16 September 2016
Daniel Cai

CRM migration can be a daunting task as there are many things that can go wrong during the migration development process. For this reason, we are very excited to announce the general availability of a sample CRM migration package that you can take, use and even customize to your specific migration needs. We hope you find this useful.


Implement BDD functionality using RowIndex function in the SSIS Productivity Pack

02 September 2016
Daniel Cai

SSIS Balanced Data Distributor has been commonly used for distributing incoming rows to multiple SSIS destination components to help improve integration performance. However BDD comes with a few limitations. In this blog post, I will show you a better way to implement it without sacrifice from the those limitations.


Migrate Quote From One Dynamics CRM System to Another

16 August 2016
Chen Huang

In this blog post, we will try to discuss the best practices that you can use to migrate CRM quote data from one CRM organization to another.


Migrating old CRM KB Article data to the new Knowledge Article

21 June 2016
Chen Huang

In this blog post, we will demonstrate how to use our software to migrate old KbArticle data to the new knowledgebase along with taking care of the versioning issue by creating new knowledge records and updating the latest version of the existing article records.

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