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Category Archives: Dynamics CRM

How to create AX (D365 F&0) Connection in SSIS

Introduction: Creating a Connection is one of the first Steps during integration of data. While performing Integration with AX or more specifically Dynamics 365 for Finance and Operations create a connection using the following steps. Step 1: Right Click on Connection Managers and click on New Connection Manager. Choose the Dynamics CRM option. Step 2: … Continue reading How to create AX (D365 F&0) Connection in SSIS

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Entity Relationship Behavior in D365 CRM

Problem Statement: When a user changes the owner of Lead (either because the original owner has left the company or the lead is being assigned to a new salesperson), the system changes the owner on COMPLETED activities to the new owner of the record. This is a problem because it is important that we maintain … Continue reading Entity Relationship Behavior in D365 CRM

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How to create a Gantt Chart or Progress bar inside a Table in SSRS

In this article, we will create a Gantt Chart or Progress bar inside a table in SSRS . In SQL Server Reporting Service does not allow a report programmer to modify a “width” property at run time. The challenging part of this task is how to create a scale and how to create a progress … Continue reading How to create a Gantt Chart or Progress bar inside a Table in SSRS

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How to make same record available in two different Organization / Environment? Part 2

Please refer to my previous blog better understand why the same records are required in two different Organizations or Environments. Click Here Import Phase: Login to Destination Environment in which you want to import the Data with the same GUID. In Destination Environment, Open the Entity View and click on right three dots for import options. … Continue reading How to make same record available in two different Organization / Environment? Part 2

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How to make same record available in two different Organization / Environment? Part 1

Why it is required? Let’s discuss the scenario where we will be required to have some records in the Multiple Environment. Let’s say we have workflow or flow which is configured or running with specific records. So, if we move the flow or workflow to another organization or Instance so the same record is not … Continue reading How to make same record available in two different Organization / Environment? Part 1

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Time zone Conversion from Microsoft D365 for SSRS Reporting

Introduction: Converting Date/Time values according to a time zone is quite challenging task in SSRS Reporting. For D365 CRM online we can achieve this using CDate Function. I will demonstrate how to use CDate function with a dynamic time-zone parameter. Step 1: Add this reference to the report properties: Click on “References” and then click … Continue reading Time zone Conversion from Microsoft D365 for SSRS Reporting

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Error Handling Approaches for Integration

Introduction: Handling Errors is a best practice in Integration when integrating to keep a track of the Errors that occurred during Integration. The Customized Error Handling is Handy to find quick Errors to understand them and resolve as required. This approach can be extended to any Source or Destination as required. Our Scenario: Integration from … Continue reading Error Handling Approaches for Integration

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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 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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