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Category Archives: Dynamics CRM

Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 2

Phase 2/4: SSIS Integration Map for Invoice Header from SQL Server to Microsoft CRM: The Map after Completion will look as follows. Step 1: Add an OLEDB Source and configure it as follows: Click on Parameters and configure it as follows: Step 2: Add a derived column transformation to specify the Customer Type i.e 2 … Continue reading Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 2

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Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 3

Part 3/4 SSIS Integration Map for Invoice Details from SQL Server to Microsoft CRM Step 1: Add a DFT to Integrate the Invoice Details in the Control Flow. The Map after Completion looks as follows: Step 2: Add an OLEDB Source and configure it as following: In our case we are Inner Joining Invoice and … Continue reading Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 3

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Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 4

Part 4/4 Delete Logic for Invoice in case of Incomplete Integration of Invoice details Logic Introduction: To handle the scenario where the Invoice Details fail to get Integrated or Incomplete Integration of Invoice Lines the Invoice itself should get deleted from CRM as we don’t want to Integrate Incomplete records. Step 1: Add a DFT … Continue reading Using For Each Loop in SSIS for Invoice Integration from SQL Server to Microsoft D365 Sales Using KingswaySoft Connector for CRM: Part 4

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Setting up schedule-based refresh in CDS

Customers are crucial to the success of any business. When you build your business focusing primarily on giving the best experience to your customer, your business is going to bloom. Your profits are going to multiply each year. Dynamics 365 for customer service is one of the best ERP solutions that you can find in … Continue reading Setting up schedule-based refresh in CDS

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Setting up email-based alert notifications for Integration Project in CDS

Error handling is very important part of any integration project, it is also very important to fix the issue when it is recognized, so it is very important to take action to resolve it earliest. In the Integration project of CDS we can setup email alert option in following way. First go to Admin Center … Continue reading Setting up email-based alert notifications for Integration Project in CDS

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Creating Custom Error Log Table in SSIS for OLEDB Block And Kingswaysoft Dynamics CRM Block

Introduction This log error will help us to understand and fix an issue as quickly. There are three main phases in an SSIS ETL execution life-cycle to catch errors: When data is being extracted from source systems When data is being transformed When data is loaded to the target systems Customized Error Handling also avoids … Continue reading Creating Custom Error Log Table in SSIS for OLEDB Block And Kingswaysoft Dynamics CRM Block

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Using “startswith” Filter Query in MS Flow

Introduction This blog explains how to use “startswith” filter query in MS Flow. Use Case Using MS Flows to retrieve the bunch of students who’s mobile numbers begin with +91 and send them a text (using Twilio connector) regarding the Top Indian Universities. The “starts with” filter query in MS Flows allows to easily achieve … Continue reading Using “startswith” Filter Query in MS Flow

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Using “contains” Filter Query in MS Flow

Introduction This blog explains how to use “contains” filter query in MS Flow. Use Case Retrieve all the Accounts whose name contains ‘cloud’. Steps to be Followed: We will use “Dynamics 365 – List records” Actions. Enter the Organization Name and entity.Filter Query: contains(name,’cloud’) name is the logical name of the field which stores the account … Continue reading Using “contains” Filter Query in MS Flow

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How to fix connectivity issues between SSDT, Report Authoring Extension and Dynamics 365

Microsoft has mandated TLS1.2 for Dynamics 364 v9.0, which is why we may face issue while connecting to the CRM online instance from visual studio for creating new report via fetch XML. This post will help developer to solve the connectivity issue for connecting with latest Dynamics 365 v9.0 using SQL Server Data Tools and FetchXml … Continue reading How to fix connectivity issues between SSDT, Report Authoring Extension and Dynamics 365

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Environment Setup for PSA to F&O integration with CDS

Today, I will show you the Environment Setup for PSA to F&O integration with CDS. Step 1: Create the environment Open the link https://admin.powerapps.com and click to create new environment Following pop-up window will appear and enter the details and click on Create Environment, so new environment will gets created   The environment will get … Continue reading Environment Setup for PSA to F&O integration with CDS

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