Dynamics 365 KingswaySoft SSIS Integration

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To create a KingswaySoft integration, go through the steps. In SSDT, select new Integration Services Project:

A new project is created:

Under Data Flow you will see new KinsgwaySoft options:

In SQL, create a Customers table in a TEST database, with sample data:

Add a Data Flow task:

Double click on the data flow task, add an ADO.NET data source:

Create a new connection to the database:

Add a CRM Destination:

Connect the two together:

KingswaySoft configuration will open:

Create a new connection to CRM:

Complete:

Select the destination entity:

Note the destination options, with custom entities:

We will select the Account entity.

Select Columns and map the CustomerName from our source to the name field of the account:

The integration is now ready to be run. Press start to run the integration.

The integration will show green checkboxes if successful:

In Dynamics CRM, view the accounts. You will see the new accounts have been integration right into Dynamics CRM.

 

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ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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