Help Manual

The SSIS Integration Toolkit for Microsoft Dynamics 365 includes components to facilitate integration with Microsoft Dynamics 365 applications as well their previous counterparts (AX, CRM, and NAV).

The toolkit includes 3 connection managers and corresponding Source and Destination components to connect to each application within Microsoft Dynamics 365. For your convenience these components are split among the appropriate 3 categories within this Help Manual.

You will need to use the appropriate group of components in order to perform the integration with your desired application.

• Use the Microsoft Dynamics 365 CE/CRM components to facilitate your integration/migration with:
  • Microsoft Dynamics 365 Customer Engagement (Sales/Customer Service/Field Service/Project Service Automation/Marketing)
  • Microsoft Dynamics CRM Server 2016, 2015, 2013, 2011, 4.0, or 3.0
    
• Use the Microsoft Dynamics 365 FO/AX components to facilitate your integration/migration with:
  • Microsoft Dynamics 365 Finance and Operations
    
  • Microsoft Dynamics 2012 R3, 2012 R2, 2012, 2009 or 4.0
• Use the Microsoft Dynamics 365 BC/NAV components to facilitate your integration/migration with:
  • Microsoft Dynamics 365 Business Central
    
  • Microsoft Dynamics NAV 2018, 2017, 2016, 2015, 2013 R2, 2013, 2009 R2, or 2009

These components can be used with any other SSIS component to create your integration or migration project.

• Installation and Setup
• Microsoft Dynamics 365 CE/CRM
  • CRM Connection Manager
  • CRM Source Component
  • CRM Destination Component
  • CRM OptionSet Mapping Component
  • Advanced Topics & Known Limitations
• Microsoft Dynamics 365 FO/AX
  • AX Connection Manager
  • AX Source Component
  • AX Next Sequence Number Component
  • AX Destination Component
• Microsoft Dynamics 365 BC/NAV
  • NAV Integration Prerequisites
  • NAV Connection Manager
  • NAV Source Component
  • NAV Destination Component