Load data into Dynamics CRM using SSIS - Insert, Update, Delete, Upsert
Learn how to load SQL Server data into Dynamics CRM using SSIS (Bulk Insert, Upsert, Delete, Update). Read below article for step by step tutorial.
https://zappysys.com/blog/load-dynami...
Above article covers following topics.
1 Introduction
2 Requirements
3 Getting Started
3.1 Configure SSIS Dynamics CRM Connection
3.2 Bulk Insert – SQL Server data Import into Dynamics CRM using SSIS
3.3 Bulk Upsert – Update or Insert Dynamics CRM Records in SSIS
3.3.1 Create Alternate Key for CRM Upsert
3.3.2 Configure SSIS CRM Destination for Upsert
3.3.3 Handling Inserted / Updated Records Output
3.4 Bulk Update – Modify Dynamics CRM Records in SSIS
3.5 Bulk Delete – Delete Dynamics CRM Records in SSIS
4 Error Handling
5 Handling Special Data Types (PartyList, Lookup, PickList)
6 Conclusion
6.1 Share this:
6.2 Related
======================================
SSIS Dynamics CRM Destination Connector (Dynamics 365 / On-Premises CRM)
======================================
SSIS Dynamics CRM Destination Connector can be used to perform bulk insert, update, delete and upsert operation on Microsoft Dynamics CRM Service such as Dynamics 365 Online or On-Premises installation.
Features
-------------
Bulk Insert data to Microsoft Dynamics CRM service from any source such as SQL Server, JSON, Oracle
Support for Bulk Upsert (Insert or Update)
Support for Bulk Delete
Support for New record Output (Useful to detect New vs Updated when you use Upsert)
Support for Error Handling (Error output for failed records)
Support for SQL Server 2017, 2016, 2014, 2012, 2008 (32/64 bit) and now Azure Data Factory
===========================================
Here is another article which explains how to read data from Dynamics 365 or On Premises CRM Instance.
https://zappysys.com/blog/ssis-dynami...
This article covers following topics.
1 Introduction
2 Requirements for SSIS Dynamics CRM read component
3 SSIS Dynamics CRM Source – Video Tutorial
4 Getting started with SSIS Dynamics CRM read component
4.1 Configure Dynamics CRM Connection
4.2 How to create a Dynamics CRM Source
4.3 Configure SQL Server Destination
4.4 Load Dynamics CRM Data to SQL Server
5 How to query Dynamics CRM
5.1 How to generate a FetchXML query using UI
5.2 SELECT All Columns (*)
5.3 SELECT Specified Columns and Alias with SSIS Dynamics CRM
5.4 WHERE (AND conditions)
5.5 WHERE (OR conditions)
5.6 WHERE (Mixing AND / OR conditions)
5.7 SELECT DISTINCT (Exclude duplicates)
5.8 SELECT TOP using SSIS Dynamics CRM read
5.9 GROUP BY / Aggregate functions
5.10 INNER JOIN (matching child records)
5.11 LEFT OUTER JOIN (‘not in’ type query)
5.12 ORDER BY
5.13 OPERATOR – Equal ( = )
5.14 OPERATOR – Not Equal ( != )
5.15 OPERATOR – Greater Than
5.16 OPERATOR – Less Than
5.17 OPERATOR – IN (Check for multiple matching values)
5.18 OPERATOR – NULL (Check for NULL values)
5.19 OPERATOR – NOT NULL (Check for NOT NULL values)
5.20 OPERATOR – LIKE (Pattern search)
5.21 OPERATOR – NOT LIKE (Pattern search)
5.22 OPERATOR – UNDER (Find all children for given hierarchy) with the SSIS Dynamics CRM read task
5.23 Using DateTime Operators with the SSIS Dynamics CRM read task
5.24 Query – All activities (sort, outer join, alias) with the SSIS Dynamics CRM read task
6 How to use SSIS variables with Fetch XML in SSIS for SSIS Dynamics
7 CRM read
=====================================================
SSIS Dynamics CRM Source Connector (Dynamics 365 / On-Premises CRM)
=====================================================
SSIS Dynamics CRM Source Connector can be used to read data from Microsoft Dynamics CRM Service such as Dynamics 365 Online or On-Premises installation. You can use simple Table mode or write custom Query to extract desired data.
Features
-------------
Multiple modes (i.e. Table or Query) to read data from Dynamics CRM Online or On-Premises version
Support for FetchXML Query language
Support for automatic conversion between UTC date/time and Local date/time
Intuitive user interface with Dynamics CRM Object Browser
Support for data preview, max rows, batch size
Support for Dynamic query (using SSIS Variable placeholder e.g. {{User::MyVar}} )
Support for SQL Server 2017, 2016, 2014, 2012, 2008 (32/64 bit) and now Azure Data Factory