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 4 connection managers and corresponding Source and Destination components to connect to each application within Microsoft Dynamics 365 and CDS. For your convenience these components are split among the appropriate 4 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 CDS components to facilitate your integration/migration with:
  • Microsoft Common Data Service (CDS) v2
  • Microsoft PowerApps
• 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's CDS is built on the same framework as Microsoft Dynamics 365 CE/CRM, you may refer to the CRM component documentation for how to use the CDS components.
  

• CRM Connection Manager
  • Option to work around intermittent errors by making retry service calls.
• CRM Source Component
  • Read data from Microsoft Dynamics 365 CE/CRM server through CRM entity, FetchXML query, EntityChanges, or AuditLogs options.
  • The most sophisticated support of any complex FetchXML queries.
• CRM Destination Component
• • Ten different write actions for writing to 365 CE/CRM server: Create, Update, Delete, Upsert, Merge, Convert, Send, BulkDelete, ExecuteWorkflow and CalculateRollUpField.
  • Four Update and Upsert matching options for the most robust solution to write incremental changes to 365 CE/CRM (Primary Key, CRM Duplicate Detection, Manually Specified Fields, and Alternate Key).
  • Text Lookup feature to perform a lookup to CRM records using either text or integer values as the input.
  • Write to CRM many-to-many relationship without a single line of code.
  • Support for multithreaded writing using one single configuration.
• CRM OptionSet Mapping Component
  • Provides a consistent way to manage the translation and mapping of CRM OptionSet values.
• Advanced Topics & Known Limitations

• AX Connection Manager
• • Option to work around intermittent errors by making retry service calls.
• AX Source Component
• • Read from AX server using Dynamics AX query statement or through Dynamics 365 for Finance & Operations entity with advanced filtering capabilities.
  • Query Statement supports the use of User and System Variables.
• AX Next Sequence Number Component
• • Use the AX Next Sequence Number component to retrieve the next sequence number from the AX server.
• AX Destination Component
• • Write to the 365 FO/AX server through 4 write options: Create, Update, Upsert or Delete.
  • Automatic field mapping to AX fields based on a name-match.
  • Upsert action is based on manually selected matching field(s) with the option to ‘Ignore Unchanged Fields.’
  • Support for multithreaded writing using one single configuration.

• NAV Integration Prerequisites
• NAV Connection Manager
• • Built in retry on intermittent errors helps eliminate integration disruptions due to temporary service outages or disruptions.
  • Support for multitenant deployment.
• NAV Source Component
• • Supplementary Parameters support when reading or writing to specific objects.
  • Retrieve data from 365 BC/NAV server using Page Filtering with support for User and System Variables.
• NAV Destination Component
• • Write to Microsoft Dynamics 365 BC/NAV through either Create, Update, Delete or Upsert write actions.
  • Upsert Setting allows developers to choose how to handle multiple matches: Update All Records, Update One Record, Ignore All Records or Raise and Error.
  • Support for multithreaded writing using one single configuration.