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.