Dynamics 365 Customer Insights Journeys is incredibly important for businesses as it is able to provide insight and help visualize the journey that customers take when engaging with your products or services. The data can help you improve how your business engages with customers and get a better understanding of the customer journey life cycle. Due to the importance of Dynamics 365 Customer Insights Journeys, you may want to work with the Customer Insights journeys data in your data integration solutions. With our newest release, this can be easily done with our Premium Data File Source component with OneLake Connection Manager.

Azure AD (Microsoft Entra ID) Enterprise Applications have long provided robust authentication for Dynamics 365/Dataverse integrations using client secrets or certificates - proven methods that remain secure when properly managed. However, for teams seeking to further streamline operations and align with modern Azure-native practices, we’re thrilled to announce the newly added Azure Managed Identity authentication option in the Dataverse/CDS/CRM Connection Manager in our v25.1 release of SSIS Integration Toolkit for Microsoft Dynamics 365 made available on April 4, 2025.

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.

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.

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.

OAuth offers clear advantages over basic authentication, establishing it as the superior choice for data integration projects that involve processing or consuming your Dynamics 365 Business Central data. In this blog post, we will explore the secure and flexible nature of OAuth, its advantages over basic authentication, and its role in data integration projects. By following the steps outlined in this concise guideline, you will be able to create a connection manager using OAuth authentication for integration with Dynamics 365 Business Central online.

While migrating from CRM to CRM, or any other Source system to CRM, in an ETL, records will need to be associated with users. And since the Source and Target Systems are different, there may not be a guarantee that some users may still exist in the organization. And in such cases, such users become either unlicensed, or stub users. These type of users have restrictions when it comes to being set as an owner of records, and in this blog post, we will see how this can be handled efficiently.

It is not unusual to run into a business requirement that you need to extract Dynamics 365 metadata during your ETL process. We used to believe that this is not a general requirement until we have recently announced our DES deprecation replacement solution, in which it is important to have a way to retrieve the list of Option Set values along with their label values in the system since Dynamics Entity Changes feature only returns integer values for those option set/picklist options. In this blog post, we will discuss this scenario and how to work with our DES deprecation replacement solution.

When working with Dynamics 365 online, your integration performance is subject to what is allowed by the server infrastructure managed by Microsoft. In particular, Microsoft has a throttling strategy in place to prevent exhaustive resource usage on the server-side from each individual tenant. This is for the good reason of making sure that the servers operate in a healthy environment, so that it does not degrade the overall performance of all other tenants in the same server group, while one tenant is performing a high-paced data load. However, this can create challenges when your data load has to be completed in a particular time window, in which case you might have exhausted all of your options to speed up the data load performance. In this blog post, we will discuss a new feature that can be used to overcome this limitation and boost data load speed.

In this blog, we are trying to get the metadata information from Dynamics 365 CRM API and save the entities and attributes in different tables. This is useful in many use cases where you wish to get a list of all the entities that are present, and its corresponding metadata as a part of your integration - Especially for further parameterization plans.

Our Dynamics 365 toolkit offers an in-place lookup feature that provides many unique capabilities in supporting various lookup requirements. While the feature is extremely flexible and easy to use, there are certain limitations, such as it cannot be used in a transformation component, and it can support up to 2 different fields you can look up against for reach lookup configuration. In this blog post, we will demonstrate how you can use our recently released Premium Service Lookup component to perform some more advanced lookup scenarios when working with Dynamics 365 CDS/CRM/CE/Dataverse connections.

Many of our clients are switching their Authentication to OAuth for their connections in our CDS and Microsoft Dynamics 365 CRM components. OAuth provides a better security infrastructure to protect your Dynamics data. The process of switching to OAuth authentication can be a bit confusing in the beginning if you have never worked on the concept before. In this post, we will walk you through the process with some great details to help you understand what is required and how OAuth works for our CDS/CRM connections.

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.

Learn how to quickly delete numerous records in Microsoft Dynamics 365 CRM at once with the BulkDelete action.

KingswaySoft Integration Gateway allows developers to set up webhook listeners to receive messages from modern cloud applications, and publish them to one or more message queues or file system. We'll show you how you can take it a step further by integrating HubSpot with Dynamics 365 CE/CRM in real-time.

Explore working with Dynamics BC/NAV Codeunit web service by using HTTP Connection Manager and Web Service components offered in our SSIS Productivity Pack.

WebAPI is the latest web service interface for the CDS and Microsoft Dynamics 365 Customer Engagement platform. Working with WebAPI comes with a number of benefits. This blog post discusses how WebAPI can be used in your SSIS ETL process.