The Microsoft Dynamics 365/CRM components are the components found within the SSIS Integration Toolkit for Microsoft Dynamics 365 that facilitate integration with Microsoft Dynamics 365/CRM.

You can use these components for integration or migration with any of the following:

  • Microsoft Dynamics 365 for Customer Engagement (Sales/Customer Service/Field Service/Project Service Automation)
  • Microsoft Dynamics CRM Server 2016, 2014, 2012, 2008 R2, 2008 or 2005

Note: Microsoft Dynamics 365/CRM Online requires SQL Server 2012 or above

Youtube Video - Getting started with the SSIS Integration Toolkit for Microsoft Dynamics 365 CRM

There are 4 components available for use when working with Microsoft Dynamics 365/CRM data:

  • CRM Connection Manager
    • Facilitates the connection to the appropriate Microsoft Dynamics 365 or CRM server instance.
  • CRM Source Component
    • Facilitates reading data from the Microsoft Dynamics 365/CRM server.
    • Read data through CRM entity, FetchXML query, EntityChanges, or AuditLogs options.
    • The most sophisticated support of complex FetchXML queries. Read CRM audit history in a structured way using the unique AuditLogs feature. Read CRM delta changes easily using the EntityChanges option in the CRM source component.
  • CRM Destination Component
    • Facilitates writing data to the Microsoft Dynamics 365/CRM server
    • Seven different write actions for writing to CRM server: Create, Update, Delete, Upsert, Merge, Convert and ExecuteWorkflow.
    • Four Update & Upsert matching options for the most robust solution to write incremental changes to CRM (Primary Key, CRM Duplicate Detection, Manually Specified Fields, and Alternate Key).
    • Write to CRM many-to-many relationship without a single line of code.
    • Text Lookup feature to perform a lookup to CRM records using either text or integer values as the input, includes support for using CRM alternate keys.
    • Unique "Change Flag Field(s)" option makes it easy to track the source of last changes in CRM.
    • "Ignore Null-Valued Fields"  to avoid overwriting existing values with an empty value.
    • "Ignore Unchanged Fields" to avoid triggering some unnecessary plugins or workflows to significantly improve integration performance in some cases.
  • CRM OptionSet Mapping Component
    • Manages the translation and mapping for CRM OptionSet (or picklist) field's option values.
  • Advanced Topics & Known Limitations