Part of the SSIS Integration Toolkit, our Microsoft Dynamics 365 CE/CRM integration solution enables you to easily set up your integration solution. We offer robust error handling and superior performance to streamline your development process and increase productivity. Our Microsoft 365 CE/CRM integration SSIS components simplify your integration development work with an easy to use, development and scheduling process. With our toolkit, your 365 CE/CRM data integration can happen quickly and automatically so you do not have to worry about out of date records.
SSIS Integration Toolkit is a cost-effective, easy-to-use and high-performance data integration solution for Microsoft Dynamics 365 CE/CRM, utilizing Microsoft SSIS capabilities.
Our SSIS Integration Toolkit is equipped with the following four major components that facilitate data migration and integration for Microsoft Dynamics 365 CE/CRM:
- Microsoft Dynamics CRM Connection Manager
- Facilitates the connection to Microsoft Dynamics 365 CE/CRM server.
- Microsoft Dynamics CRM Source Component
- Allows you to read data from Microsoft Dynamics 365 CE/CRM Server.
- Support to read data from the server through CRM entity, FetchXML query, EntityChanges, or AuditLogs options.
- Microsoft Dynamics CRM Destination Component
- Allows you to write data to Microsoft Dynamics 365 CE/CRM Server using its web service interfaces.
- Support for 10 different actions: Create, Update, Delete, Upsert, Merge, Convert, Send, BulkDelete, ExecuteWorkflow, and CalculateRollUpField.
- Four matching options available when Update or Upsert action is used: 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 relationships without a single line of code.
- Support for multithreaded writing using one single configuration.
- Microsoft Dynamics CRM OptionSet Mapping Component
- Manage translation and mapping of CRM OptionSet (or picklist) field's option values
- Can be used to create new option when no match is found
For more information, visit our Dynamics 365 CRM page
Licensing
We offer three licensing levels: Free Developer's License, Trial License, and a Commercial Subscription License.
- Free Developer's License: After installation, the toolkit defaults to a Free Developer License. This allows for unlimited use within a development environment (Visual Studio or SSDT) for design and testing purposes, provided you are running a development workstation operating system. Please note that a commercial license is required if the software is installed on a Server Operating System, even when used exclusively within Visual Studio. Additionally, a paid license is required to run packages outside the development environment (e.g., via command line, SQL Agent, or scheduled tasks).
- Trial License: If you want to evaluate whether the software functions properly outside of the development tools (SSDT-BI, BIDS, or Visual Studio), you can acquire a trial license using the License Manager program which is installed along with the software. To request a Trial License, please open the License Manager program (on your new server) and select “Change License Key”. You can leave the license field empty in this case. Once the other fields are completed, the “Request a Trial License” button will be enabled for your activation. After you have acquired a trial license, you will be able to run SSIS packages on a scheduled basis, or from any other Windows process such as command line. The trial software will operate fully-functional for the trial period, which is generally 14 days. When the trial period expires, the software will revert to the free developer license.
- Commercial Subscription License: A commercial license is required when executing unattended jobs (SQL Agent Job, dtexec command line, etc.). Various subscription terms are available.
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