How to Retrieve Incremental Changes from CRM in your ETL Process

04 April 2017
Jeremy Ji

In this blog post we discuss how you can take advantage of CRM Change Tracking within your data synchronization project to only sync records that have changed.


Migrate CRM close or resolution entity records in your ETL process

31 March 2017
Daniel Cai

Microsoft Dynamics 365/CRM uses some close entities to capture the reason why the primary record was closed with some additional information. In this blog post I discuss how to migrate CRM close or resolution entities in your ETL process properly to avoid creating duplicates for those entities in your target system.


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.


The Mysterious Duplicate Status Records in CRM Audits

30 March 2017
Daniel Cai

At KingswaySoft, we always try to embrace new platform features as much and as soon as we can. However, in our support effort in helping one of our clients, we ran into a very strange situation that when we try to make an update of a CRM record's statecode/statuscode fields, it will always create two audit records for one service call. In this blog post, I will show you the symptom of the problem and how you can fix it.


Cascaded Lookup in Your CRM SSIS/ETL Project

23 March 2017
Daniel Cai

There are often times when you need to perform a cascaded lookup in your CRM SSIS/ETL project for cases such as when a lookup field could be located in 1 of 2 fields. This blog post will show you how you can perform such cascade lookups


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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