Documentation - Help Index

Microsoft Dynamics 365 CE/CRM/Dataverse/CDS

Help Manual for SSIS Integration with Microsoft Dynamics 365 CE/CRM/Dataverse/CDS

Dynamics 365 CE/CRM/Dataverse/CDS Integration Components

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

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/Marketing)
  • Microsoft Dynamics CRM/Dataverse/CDS Server 2016, 2014, 2012, 2008 R2, 2008 or 2005

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

  • CRM/Dataverse/CDS Connection Manager
    • Facilitates the connection to the appropriate Microsoft Dynamics 365 CE or CRM/Dataverse/CDS server instance.
  • CRM/Dataverse/CDS Source Component
    • Facilitates reading data from the Microsoft Dynamics 365 CE/CRM/Dataverse/CDS server.
    • Read data through CRM/Dataverse/CDS entity, FetchXML query, EntityChanges, or AuditLogs options.
    • The most sophisticated support of complex FetchXML queries. Read CRM/Dataverse/CDS audit history in a structured way using the unique AuditLogs feature. Read CRM/Dataverse/CDS delta changes easily using the EntityChanges option in the CRM source component.
  • CRM/Dataverse/CDS Destination Component
    • Facilitates writing data to the Microsoft Dynamics 365 CE/CRM/Dataverse/CDS server
    • Ten different write actions for writing to the CRM/Dataverse/CDS server: Create, Update, Delete, Upsert, Merge, Convert, Send, BulkDelete, ExecuteWorkflow, and CalculateRollUpField.
    • Four Update & Upsert matching options for the most robust solution to write incremental changes to CRM/Dataverse/CDS (Primary Key, CRM Duplicate Detection, Manually Specified Fields, and Alternate Key).
    • Write to CRM/Dataverse/CDS many-to-many relationships without a single line of code.
    • Text Lookup feature to perform a lookup to CRM/Dataverse/CDS records using either text or integer values as the input includes support for using CRM alternate keys.
    • The unique "Change Flag Field(s)" option makes it easy to track the source of the last changes in CRM/Dataverse/CDS.
    • "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.
  • Dynamics CRM/Dataverse/CDS Command Task
    • A control flow component that can be used to translate SQL scripts or commands into executable Dynamics 365/Dataverse service calls to perform actual data writes at SSIS control flow level.
  • Premium Service Lookup Component
    • Provides lookup capabilities by searching records in Dynamics 365 CE/CRM or Dataverse/CDS instance.
  • Advanced Topics & Known Limitations

Video Resources

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