Manage Dynamics 365 Documents in SharePoint via Server-Based SharePoint Integration

28 June 2018
Jeremy Ji

With Dynamics 365 CE, you can leverage server-based SharePoint integration for document management. In this blog post we demonstrate how to work with server-based SharePoint integration to accomplish your document integration job.


Announcing Migration Starter Pack v3.0 for Microsoft Dynamics 365 Customer Engagement and CRM On-Premise

13 March 2018
Daniel Cai

Our CRM migration starter pack has been widely used by many clients worldwide. We have just made some further enhancements to cover some important migration tasks.


How to Work with RESTful Endpoints in your SSIS ETL Process

27 February 2018
Jeremy Ji

Connecting to an integrating with a REST API in SSIS can be a tricky process. In this blog post we will walk you through how our SSIS Productivity Pack can be used to simplify the development process. We will be working with ZenDesk as an example to demonstrate integration with a REST API feeding data in JSON format.


Integration between Magento and Microsoft Dynamics 365/NAV

05 December 2017
Jeremy Ji

In this blog post we will discuss how you can integrate your commerce platform (Magento) with your ERP (Microsoft Dynamics 365/NAV) to provide seamless data transfers between the two systems.


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.

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