SSIS Integration Toolkit for Microsoft Dynamics CRM

Data Integration can be done in minutes, instead of weeks or months

Product Highlights

SSIS Integration Toolkit for Microsoft Dynamics CRM is a cost-effective, easy-to-use and high-performance data integration solution for Microsoft Dynamics CRM, utilizing Microsoft SQL Server Integration Services (SSIS) capabilities. Among many other features, the following is a quick highlight of some key features offered by the toolkit.

  • Support for Microsoft Dynamics CRM 2013, 2011, 4.0, 3.0, and all deployment types including on-premise, IFD and CRM Online.
  • Support for Bulk Data Load API introduced in Dynamics CRM December 2012 Service Update and Update Rollup 12 (UR12) release
  • Support for CRM Entity or FetchXML query as data source in CRM source component
  • Support for Create/Update/Delete/Upsert/Merge/Convert/ExecuteWorkflow actions in CRM destination component
  • Support of using either its integer value or its label value for optionset/picklist field
  • Support for CRM many-to-many relationship, principleobjectaccess (POA) entity in CRM destination component
  • Support for Text Lookup feature in CRM destination component, which allows you to perform lookup to CRM records using text values against any text fields.

SSIS Integration Toolkit for Microsoft Dynamics CRM is extremely easy to use. It comes with the following four major components to help facilitate the integration development. 

  • Microsoft Dynamics CRM Connection Manager
  • Microsoft Dynamics CRM Source Component
  • Microsoft Dynamics CRM Destination Component
  • Microsoft Dynamics CRM OptionSet Mapping Component

The ultimate goal of the toolkit is to simplify your data integration development work. By utilizing Microsoft SQL Server Integration Services (SSIS) as your data integration platform, your can take advantage of the flexibility and power of SSIS ETL engine, which enables integration with virtually any application or data source that you may need to work with.

Microsoft Dynamics CRM Connection Manager

SSIS Integration Toolkit for Microsoft Dynamics CRM - CRM Connection Manager

CRM Connection Manager facilitates the connection to Microsoft Dynamics CRM server. 

  • Support for Microsoft Dynamics CRM 2013, 2011, 4.0, 3.0 by using SOAP 2011, SOAP 2007, SOAP 2006 endpoint
  • Support for all deployment types including on-premise, IFD, CRM online by selecting one of the authentication types
  • Support for timeout and proxy server settings
  • The CRM connection manager allows you to select a CRM organization from a list
  • CRM connection manager can be used by all three data flow components, including CRM Source, CRM Destination, CRM OptionSet Mapping component

Microsoft Dynamics CRM Source Component

SSIS Integration Toolkit for Microsoft Dynamics CRM - CRM Source Component

CRM source component allows you to read data from Microsoft Dynamics CRM Server. 

  • Support of using either CRM entity or FetchXML query as data source
  • Full metadata support of any complex FetchXML query, including reading data from those virtual fields, linked entities, etc.
  • Support of using SSIS variables in FetchXML query to parameterize the query
  • Easy to select what fields to read from, one single click to toggle whether to read from all fields or none of them
  • One single click to update the component to the latest CRM metadata using the "Refresh CRM Metadata" button when you have made any customization changes on the server side

Microsoft Dynamics CRM Destination Component

SSIS Integration Toolkit for Microsoft Dynamics CRM - CRM Destination Component

CRM destination component allows you to write data to Microsoft Dynamics CRM Server using its web service interfaces. 

  • Support for six different actions
    • Create
    • Update
    • Delete
    • Upsert (Update / Insert)
    • Merge
    • Convert
    • ExecuteWorkflow
  • Three matching options available when Upsert (Update / Insert) action is used
    • Primary Key
    • CRM Duplicate Detection
    • Manually Specified Fields
  • Support for the latest Bulk Data Load API introduced in Dynamics CRM December 2012 Service Update and Update Rollup 12 (UR12) release
  • Support of using either integer value or label value for optionset/picklist field
  • CRM workflows can be scheduled with the component’s ExecuteWorkflow action utilizing SSIS platform’s scheduling capabilities
  • Support for CRM many-to-many relationship in CRM destination component, so you can associate or disassociate CRM records without writing a single line of code
  • Support for principleobjectaccess (POA) entity
  • Text Lookup feature allows you to perform lookup to CRM records using text values against any text fields
  • "Ignore Null-Valued Fields" option allows you to ignore any null-valued fields when writing data to CRM
  • "Ignore Unchanged Fields" option allows you to ignore any unchanged fields when writing data to CRM, so that you can avoid triggering some unnecessary plugins or workflows.
  • One single click to update the component to the latest CRM metadata using the "Refresh CRM Metadata" button when you have made any customization changes on the server side

Microsoft Dynamics CRM OptionSet Mapping Component

SSIS Integration Toolkit for Microsoft Dynamics CRM - CRM OptionSet Mapping Component

OptionSet Mapping Component is designed to help with the following integration scenarios:

  • Manage translation and mapping of CRM OptionSet (or picklist) field's option values
  • Can be used to create new option when no match is found
  • Both CRM local and global optionset fields are supported

Technique Requirements

  • Microsoft Dynamics CRM
    • Microsoft Dynamics CRM Online
    • Microsoft Dynamics CRM Server 2013
    • Microsoft Dynamics CRM Server 2011
    • Microsoft Dynamics CRM Server 4.0
    • Microsoft Dynamics CRM Server 3.0
  • SQL Server
    • Microsoft SQL Server 2014 (since v5.0)
    • Microsoft SQL Server 2012
    • Microsoft SQL Server 2008 R2
    • Microsoft SQL Server 2008
    • Microsoft SQL Server 2005

Contact Us

If you would like to know more specific details about the toolkit, please don't hesitate to contact us.