SSIS Integration Toolkit for Microsoft Dynamics 365/CRM - Get Started

[@rohitsethi5696]

I want to send the mail from data Flow in SSIS if the condition do not match from condition split like for eg if records have -1 then it send the mail to particular mail with subject and details

[@KingswaysoftInc]

Hi Rohit, The Conditional Split component has a Default output for data rows that do not match any conditions, therefore, you can use this output to send your emails. If you are referring to CRM emails. you would need to first create a record in the email entity using our CRM Destination Component and then work with the activitymimeattachment entity if you want to create an email attachment and build the association with the corresponded email record. Then you can use the Send action in our CRM Destination component to send emails that already exist in your target CRM, this action will change the email state to Sent. If you want to send an ordinary email within SSIS, then you can use our SMTP Destination Component which is part of our SSIS Productivity Pack (www.kingswaysoft.com/products/ssis-productivity-pack). Thank you, KingswaySoft

[@bulldog8934]

There have been quite a few changes in the authentication methods with D365 since this was released. Would it be possible to have an updated video regarding the different connection types for D365 CE Online?

[@nixaler]

So unlike a Tibco Scribe solution, this will require the user to know SSIS as a prerequisite?

[@syedburhanalishah]

Is it possible that we can run SSIS Integration Toolkit on Azure/Cloud? As if the source data is huge, we can't run it on a personal computer.

[@KingswaysoftInc]

Yes, it's possible to run our SSIS Integration Toolkits on the cloud, such as Azure. For development and testing, you'll typically work on your development or personal machine. Once ready to deploy, you can run the packages within Azure Data Factory (ADF), or if you have a virtual machine in Azure, you can deploy them to your SQL Server to run in a scheduled manner. If you have any questions, please reach out to our Support Team at www.kingswaysoft.com/about-us/contact-us For more information on running SSIS integration on the cloud, please check out our blog post: www.kingswaysoft.com/blog/2018/04/30/Running-SSIS-Integration-Toolkit-on-the-Cloud

[@hanumanthreddyhanu5997]

Is kingswaySoft will support to connect with Canvas LMS rest API?

[@KingswaysoftInc]

If it is a REST-based service, we have the generic purposed JSON components that can be used to facilitate the integration. Please check out our website on JSON Source, JSON Destination, JSON Extract, and JSON Merge components to learn how it works.

[@kp312]

Thank you for this. Are you able to explain in general with KSoft's json data access how to handle Hyperlinked json data in CRUD operations? If I do this with basic settings, those HATEOAS links would be ignored by the KS json processor. Much appreciated for your help.

[@KingswaysoftInc]

We are not exactly following your question or requirement. We would suggest you reach out to us through email, so someone from the team should get back to you.

[@swethareddy7276]

I want to migrate data from paas db to dynamics crm using kingswaysoft. Can you please guide me with a video.

[@KingswaysoftInc]

Unfortunately we wouldn't be able to cover each scenario through a video. If you reach out to our team through email, we should be able to better assist you.

[@darkenfoltyn-flame7843]

Do we need enterprise edition of Visual studio or professional edition works fine?

[@KingswaysoftInc]

When using SSDT 2017, it will use a Visual Studio 2017 shell, in which case the Visual Studio comes as a bundled installation experience of SSDT, therefore no prior Visual Studio installation is required. When choosing SSDT 2019, you will need to have Visual Studio 2019 installed, which can be any version of Visual Studio 2019 including the Community Edition, Professional, and Enterprise Edition.

[@moefarahani5189]

I have a question about SSIS Integration Toolkit for Microsoft Dynamics 365 tool, I have some old DTS packages (SQL 2000) using in old system and I want to integrate them in MS Dynamics. Do you have any solution or recommendation to use DTS packages to connect to MS Dynamics? Thanks,

[@KingswaysoftInc]

Hi Moe, For your situation, you will need to upgrade the old package to SSIS 2008 first, and then from there, you can upgrade the package to 2012 or newer version to use our Dynamics components. This article should help you with the upgrade: docs.microsoft.com/en-us/archive/blogs/psssql/how-to-copy-dts-2000-packages-between-servers-and-from-sql-2000-to-sql-2005-and-sql-2008 Please do not hesitate to reach out to our Support team for more assistance. Thanks!

[@sameershinde_87]

Dynamics CRM option is not available in Connection Manager. Please advise

[@KingswaysoftInc]

This is generally an installation problem. Please reach out to us directly through the email if anyone is still experiencing this issue.

[@chitotagayun1538]

Hi installed a trial version of D365 CRM Marketing and sales. Can you tell me how to discover the URL of my D365 CRM?

[@KingswaysoftInc]

If you are using the latest release of our software, there is the Select Organization button that you can use to discover your organizations.

[@KingswaysoftInc]

Please note that we don't actively monitor comments here. For any time-pressing inquiries, please use our website to submit your ticket.

[@jnttglasper6145]

I have an optionset list in CRM the our accounts can be assigned. Each account has a different values that needs to be changed to something different in the optionset list. Account A need to be changed to 1, Account Z needs to be changed to 65, Account X need to be changed to 35. Is this something the new OptionSet component can handle? From the video it seems to change the value in the option set list and not the value on the account.

[@danielwcai]

For your purpose, you may consider using the Derived Column component to achieve your purpose.

[@jnttglasper6145]

Is there a video explaining this? I don't understand how a derived column will solve the issues. My import is coming from a file imported into an SSMS table.

[@lezin67]

Well done, thank you. Is it possible to select multiple entities or is it necessary to create a separate data flow for each entity?

[@KingswaysoftInc]

Thank you for sharing your feedback. For your question, our software generally work at entity level for each data flow component, so in general, each entity should have its own data flow. Our apologies for the delayed response, since we don't actively monitor the comments section here.

[@cpManikanta]

hi can this applicable for migrating data from oracle crm to microsoft crm please make one video regarding this scenario

[@KingswaysoftInc]

It certainly can! We have components for Oracle CRM On Demand, you would use the Source component from there and connect it to Microsoft Dynamics CRM destination. Currently we do not have a video for this migration scenario but you can watch both our videos to see how to use the components you need for your migration. Our Oracle CRM on Demand guide is here: kzbin.info/www/bejne/fpW1ZqyJbtF5aaM Please let us know if you have any trouble or further questions!

[@macashirtstshirts212]

I have always this error: [Dynamics CRM Destination [2]] Error: An error occurred with the following error message: "System.Exception: Error(s) occurred when processing the batch: [6] CRM service call returned an error: Account With Id = 844e335a-5b94-e111-97dd-00155d000e02 Does Not Exist (SSIS Integration Toolkit for Microsoft Dynamics 365, v9.2.0.6687 - DtsDebugHost, v14.0.1000.169)".

[@KingswaysoftInc]

For the error “Account With Id = [GUID] Does Not Exist”, it indicates that the account with the specific GUID id doesn’t exist in your target CRM system, so the record cannot be created/updated. You can try to read from your target CRM and verify if you have an account with accountid = 844e335a-5b94-e111-97dd-00155d000e02. For any further questions, please feel free to reach out to us via our official support channel ([e-mail]).

[@vinaychipkar1306]

how to install it in windows

[@KingswaysoftInc]

Hi Vinay, Please visit our installation and setup help manual here: www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-365/help-manual/installation-and-setup If you need further assistance, do not hesitate to contact our support team at www.kingswaysoft.com/about-us/contact-us