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
- Microsoft Dynamics 365 Finance and Operations
- 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
- Microsoft Dynamics 365 Business Central
These components can be used with any other SSIS component to create your integration or migration project.
Installation and Setup- This section provides an overview of the installation and setup process, including requirements and examples.
- 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.
-
Premium Service Lookup Component
- Provides lookup capabilities by searching record in Dynamics 365 CE/CRM or CDS instance.
- 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.