Customer Engagement Data Integration

Unique 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.