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URL: https://www.cdata.com/kb/tech/dynamicscrm-ssis-task-export-2008.rst

⇱ Build Data Flows from SQL Server to Dynamics CRM through SSIS

Build Data Flows from SQL Server to Dynamics CRM through SSIS

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Easily push SQL Server data to Dynamics CRM using the CData SSIS Tasks for Dynamics CRM.

👁 The data source modeled as tables.

SQL Server databases are commonly used to store enterprise records. It is often necessary to move this data to other locations. The CData SSIS Task for Dynamics CRM allows you to easily transfer Dynamics CRM data. In this article you will export data from SQL Server to Dynamics CRM.

About Dynamics CRM Data Integration

CData simplifies access and integration of live Microsoft Dynamics CRM data. Our customers leverage CData connectivity to:

  • Read and write data in the Dynamics CRM 2011+ Services and Dynamics CRM Online.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics CRM in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.

CData customers use our Dynamics CRM connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources) or analyze live Dynamics CRMa data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new Dynamics CRM Destination control to the data flow task.

👁 The source and destination components used in this example.

Configure the ADO.NET Source

Follow the steps below to specify properties required to connect to the SQL Server instance.

  1. Open the ADO.NET Source and add a new connection. Enter your server and database information here.
  2. In the Data access mode menu, select "Table or view" and select the table or view to export into Dynamics CRM.
  3. Close the ADO NET Source wizard and connect it to the destination component.
👁 The SQL Server table to export into Dynamics CRM.

Create a New Connection Manager for Dynamics CRM

Follow the steps below to set required connection properties in the Connection Manager.

  1. Create a new connection manager: In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. Select CData DynamicsCRM Connection Manager in the menu.
  3. Configure the connection properties.

    The connection string options meet the authentication and connection requirements of different Dynamics CRM instances. To connect to your instance, set the User and Password properties, under the Authentication section, to valid Dynamics CRM user credentials and set the Url to a valid Dynamics CRM server organization root. Additionally, set the CRMVersion property to 'CRM2011+' or 'CRMOnline'. IFD configurations are supported as well; set InternetFacingDeployment to true.

    Additionally, you can provide the security token service (STS) or AD FS endpoint in the STSURL property. This value can be retrieved with the GetSTSUrl stored procedure. Office 365 users can connect to the default STS URL by simply setting CRMVersion.

Configure the Dynamics CRM Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the Dynamics CRM destination table and the action you want to perform on the Dynamics CRM data. In this article, you will insert Account entities to Dynamics CRM.

  1. Double-click the Dynamics CRM destination to open the destination component editor.
  2. In the Connection Managers tab, select the connection manager previously created.
  3. In the Use a Table, menu, select Account. In the Action menu, select Insert. 👁 The destination table and action to be performed.
  4. On the Column Mappings tab, configure the mappings from the input columns to the destination columns. 👁 The mappings from the SQL Server source to the SSIS destination component.

Run the Project

You can now run the project. After the SSIS Task has finished executing, data from your SQL table will be exported to the chosen table.

👁 The SQL Server table to export into Dynamics CRM.

Ready to get started?

Download a free trial of the Dynamics CRM SSIS Component to get started:

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Learn more:

👁 Dynamics CRM Icon
Dynamics CRM SSIS Components

Powerful SSIS Source & Destination Components that allow you to easily connect SQL Server with live Dynamics CRM (OnPremise & Online) account data through SSIS Workflows.

Use the Data Flow Components to synchronize with Dynamics CRM Leads, Contacts, Opportunities, Accounts, etc. Perfect for data synchronization, local back-ups, workflow automation, and more!