Dynamics 365 / CRM

Customer Engagement Data Integration

via SSIS Integration Toolkit

Integrate and migrate data to and from Dynamics 365 Customer Engagement and CRM with any other application or data source including HubSpot, Salesforce, Google Ads, and Shopify, to name just a few.

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Dynamics 365 CE/CRM data integration with KingswaySoft's SSIS Integration Toolkit

What other applications can you sync with Dynamics 365 CE / CRM?
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For CRM, sales, service, and customer data operations, keeping Dynamics 365 CE/CRM and Dataverse data connected across systems is important for reporting, automation, migration, and business visibility. KingswaySoft helps businesses work with Dynamics 365 CE/CRM data through dedicated SSIS components for reading, writing, lookup handling, OptionSet mapping, and command-based data operations.

Synchronize CRM Data

Synchronize Dynamics 365 CE/CRM and Dataverse with ERP, database, warehouse, reporting, or operational systems so customer and business data stays current across applications. Retrieve data using entities, FetchXML, change tracking, audit logs, or metadata source types, and use batch size, row limits, output timezone, and filtering options to control data extraction.

Synchronize Dynamics 365 CE/CRM data with ERP and business systems using KingswaySoft's SSIS solutions

SSIS workflow automation for Dynamics 365 CE/CRM and connected systems

Support Advanced CRM & Dataverse Write Workflows

Write data back to Dynamics 365 CE/CRM and Dataverse using supported actions such as Create, Update, Delete, Upsert, Convert, Merge, Send, BulkDelete, ExecuteWorkflowAction, CalculateRollUpField, and ReviseQuote. Use matching criteria, alternate keys, text lookup, option value mapping, batch settings, and multithreaded writing to support more advanced CRM data load scenarios.

Support Integration Logic Beyond Standard Read & Write

Use dedicated components to support more complex Dynamics 365 CE/CRM integration requirements. Translate OptionSet values, execute SQL-like commands at the SSIS control flow level, and use Premium Service Lookup to match, validate, and return reference data before writing to downstream systems.

Support Integration Logic Beyond Standard Read and Write

Replicate Data

Dynamics 365 CE/CRM data replication for archival and business intelligence

Data Archival

Retrieve Dynamics 365 CE/CRM and Dataverse data into SSIS for archival, reporting, and downstream processing. Use entity selection, FetchXML, change tracking, audit log extraction, metadata retrieval, and selected field output to support long-term data access.

Retrieve Dynamics 365 CE/CRM data for analytics and data warehouse use

Data Analytics & Reporting

Prepare Dynamics 365 CE/CRM and Dataverse data for BI and analytics across your reporting platforms. Use SSIS workflows to move customer, sales, service, audit, and metadata records into databases, warehouses, and other reporting destinations.

Dynamics 365 CE / CRM Data Integration is available within SSIS Integration Toolkit

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Key Features

Connect seamlessly to Dynamics 365 CE/CRM using various service endpoints and advanced OAuth authentication, including Application Users for secure server-to-server integration.
Achieve higher throughput and resilience with user multiplexing and robust retry mechanisms for intermittent connection issues.
Efficiently extract CRM data using flexible FetchXML queries for complex scenarios or leverage Change Tracking for incremental data synchronization.
Retrieve comprehensive Audit Logs and detailed system metadata directly from your Dynamics 365 environment.
Perform all essential data operations including Create, Update, Upsert, Delete, Convert, and Merge for Dynamics 365 records.
Utilize advanced record matching criteria like Alternate Keys and fine-tune duplicate detection rules for precise data management.
Significantly boost write performance with Homogeneous Batch Operation Messages (xMultiple) and multithreaded writing.
Temporarily bypass server-side logic (plugins, Power Automate Flows, workflows, auditing) during data writes to achieve maximum speed.
Intelligently resolve CRM lookup fields using the Text Lookup feature, which supports searching by primary fields, custom fields, or Alternate Keys.
Optimize lookup performance with flexible caching strategies (Full Cache, Partial Cache).
Automate OptionSet/Picklist value mapping with intelligent handling for non-matched values, including creating new options or replacing with existing ones.
Directly execute SQL-like commands (Insert, Update, Delete) against your Dynamics 365 CE/CRM instance from the SSIS control flow.
Leverage the Premium Service Lookup for efficient, real-time record lookups with configurable caching and precise matching conditions.
Gain valuable insights into lookup outcomes with dedicated output columns like _MatchFound and _HasMoreThanMaxReturnedMatches.

Customer Engagement / CRM:
Data Integration Made Easy

Our solution is easy to use, offering codeless integration between Microsoft Dynamics 365 CE/CRM, Dataverse, and other applications, databases, and business systems. Built for Microsoft SQL Server Integration Services, KingswaySoft's Dynamics 365 CE/CRM integration solution helps teams retrieve, write, transform, validate, and prepare CRM and Dataverse data through dedicated SSIS components. With support for multiple service endpoints, OAuth authentication, FetchXML, change tracking, audit log extraction, advanced write actions, OptionSet mapping, command-based operations, and Premium Service Lookup, users can build Dynamics 365 CE/CRM integrations with greater control and visibility.

Our Dynamics 365 CE / CRM integration solution is available within the SSIS Integration Toolkit, a large collection of premium and unique ETL tools to enable greater development productivity. We also offer several additional connectivity solutions to easily integrate Dynamics 365 CE / CRM with applications such as Microsoft Dynamics 365, HubSpot, and many more.

See our full product offerings for more information.

Data Integration Scenarios

Integrate Dynamics 365 with Anything

Connect Dynamics 365 with popular services, APIs,
and databases using KingswaySoft’s prebuilt integration connectors.

Integrate Dynamics 365 with Azure Data Lake

Integrate Dynamics 365 with Azure Functions

Integrate Dynamics 365 with Azure Service Bus

Integrate Dynamics 365 with Excel

Integrate Dynamics 365 with LinkedIn

Integrate Dynamics 365 with Power BI

Integrate Dynamics 365 with QuickBooks

Integrate Dynamics 365 with Salesforce

Integrate Dynamics 365 with SharePoint

Integrate Dynamics 365 with Microsoft Teams

Integrate Dynamics 365 with XML

More SSIS CRM Components

Our CRM components make it easy to integrate with different services within the ETL process. Each service available has specific components that have been developed to work with all the intricacies of that particular CRM solution. In addition to Copper, we support the following CRM services:

Blackbaud

Copper

Emarsys

Freshsales

Insightly

Oracle CRM on Demand

Pipedrive

Salesforce

SugarCRM

SuiteCRM

Zoho CRM

Zoho Bigin

Get In Touch

If you would like to know more specific details about our solutions, or if you have any suggestions about our product offerings, we are always here to listen and help!

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