Experience more features and greater performance for your Microsoft Dynamics CRM data integration project.

The SSIS Integration Toolkit for Microsoft Dynamics CRM is the most performant and feature rich data integration solution for Microsoft Dynamics CRM on the market. With a meticulously designed software that leverages the power of the SSIS ETL engine for a familiar development experience, your integration job can be completed 3 to 10 times faster.

Note The SSIS Integration Toolkit for Microsoft Dynamics CRM is now part of the SSIS Integration Toolkit for Microsoft Dynamics 365 and is no longer available as a stand-alone product. Please continue reading for information about the CRM components, or see the Microsoft Dynamics 365 page for information on the whole toolkit.

Microsoft Dynamics CRM Integration

  • An extremely simplified ETL development experience within a familiar development environment (Microsoft Visual Studio) provides developers the best possible development productivity.
  • 4 different source types when reading data from Microsoft Dynamics CRM server.
  • 9 different write actions to choose from when writing data to the CRM server.
  • Robust error handling and superior performance.
  • Text Lookup feature makes CRM lookup references painlessly easy and it comes with many configurable options.
  • Equipped with many specifically designed integration options, the SSIS Integration Toolkit is the most flexible solution to read from or write to Microsoft Dynamics CRM server using its web service interfaces.
  • Available within the SSIS Integration Toolkit for Microsoft Dynamics 365 or as part of the Ultimate Edition which includes SharePoint, Marketo, OneDrive, HubSpot, and many more.

Youtube Video - Quick Overview of SSIS Integration Toolkit for Microsoft Dynamics CRM

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    Codeless Integration

    You do not have to write a single line of code
    to make data integration happen; your development
    can be done in a matter of minutes, which would
    otherwise take weeks or even months

    Unparalleled Performance

    Our software offers many specifically designed
    features that help you achieve the best possible
    data integration performance, while rescuing your
    IT budget

    Flexible and Easy to Use

    We make the most flexible integration solution
    on the market. Our software offers intuitive user
    interfaces that are flexible and easy to use

    Cost Effective

    With a streamlined development experience,
    and a simplified licensing model, our solution
    offers the best value for your investment

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    Since deployment to our production environment, the run-time
    of the regular daily processing (which was scheduled to
    begin every 15 minutes) has reduced from 15-20 minutes
    to now just 90 seconds using SSIS and KingswaySoft.

    Rob Dawson, Dynamics CRM Consultant, Andrew Sykes Group

Unique Features

  • "Retry on intermittent errors" to deal with transient network or server problems in a robust fashion.
  • Read data from Microsoft Dynamics CRM server 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.
  • Nine different write actions for writing to CRM server: Create, Update, Delete, Upsert, Merge, Convert, Send, BulkDelete, and ExecuteWorkflow.
  • Write to CRM many-to-many relationship without a single line of code.
  • Four Upset matching options for the most robust solution to write incremental changes to 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, 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.

Microsoft Dynamics CRM SSIS Components

SSIS CRM Connection Manager

CRM Connection Manager facilitates the connection to Microsoft Dynamics CRM server.

SSIS CRM Source Component

CRM Source Component allows you to read data from Microsoft Dynamics CRM Server.

SSIS CRM Destination Component

CRM Destination Component allows you to write data to Microsoft Dynamics CRM Server using its web service interfaces.

SSIS CRM OptionSet Mapping Component

The OptionSet Mapping Component is designed to manage translation and mapping of CRM OptionSet (or picklist) field's option values.

Technique Requirements

  • Microsoft Dynamics 365 for Customer Engagement
    • Sales
    • Customer Service
    • Field Service
    • Project Service Automation
  • Microsoft Dynamics CRM
    • Microsoft Dynamics CRM Server 2016
    • Microsoft Dynamics CRM Server 2015
    • Microsoft Dynamics CRM Server 2013
    • Microsoft Dynamics CRM Server 2011
    • Microsoft Dynamics CRM Server 4.0
    • Microsoft Dynamics CRM Server 3.0
  • SQL Server
    • Microsoft SQL Server 2019
    • Microsoft SQL Server 2017
    • Microsoft SQL Server 2016
    • Microsoft SQL Server 2014
    • Microsoft SQL Server 2012
    • Microsoft SQL Server 2008 R2
    • Microsoft SQL Server 2008
  • Note: Microsoft Dynamics 365/CRM Online requires SQL Server 2012 or above.

Case Studies

Sound Technologies - logo
Sound Technologies needed to migrate their CRM data and automate their CRM/ERP processes.
Genbil - logo
How Genbil uses the SSIS Integration Toolkit for their AutoMerge tool.
Andrew Sykes - logo
Andrew Sykes Group needed a more reliable and performant solution for their daily integration.
SMS Technology - logo
SMS Management & Technology needed to migrate records from two different systems into CRM.
Inogic - logo
Inogic needed to perform a large-scale migration from CRM 3.0 to CRM Online including activities and emails.