12 Sep’19

Blog, D365 Sales, Dynamics 365, Dynamics CRM, OthersUsing 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 which indicates that Customer type is an Account.

Also, we will map the Invoice Number to name, so we will create a copy of it.

There is a single PriceList for all Invoices in my case so I have hardcoding for Lookup Purpose.

Step 3:

Add a CRM destination Block and configure it as follows:

We will use Upsert Criteria specified on Invoice Number for Integration. The fields mapped are as following.

Step 4:

Add the remaining blocks for Custom Error Handling as explained in the Blog in Link:



This is the second part of the 4 part blog series.

Part 1/4: Using FOR EACH Loop with KingswaySoft Connector for CRM Invoice Integration.

Part 2/4: SSIS Integration Map for Invoice Header from SQL Server to Microsoft CRM.

Part 3/4: SSIS Integration Map for Invoice Details from SQL Server to Microsoft CRM.

Part 4/4: Delete Logic for Invoice in case of Incomplete Integration of Invoice details Logic.


Written by

Rushank Karekar

Software Engineer

Leave a Reply

Your email address will not be published. Required fields are marked *

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • Time zone Conversion from Microsoft D365 for SSRS Reporting

    6 November’ 2019

    Introduction: Converting Date/Time values according to a time zone is quite challenging task in SSRS Reporting. For D365...

    Read more
  • How to Synchronize Office 365 and Zoho People?

    4 November’ 2019

    If your organization is using Zoho People and Office 365, you will find this article very useful. In this article we are...

    Read more
  • Check Plugin Timeout issues using Tracing in D365 CE

    31 October’ 2019

    In Dynamics plugin implementations, you might have lengthy complex plugins that makes calls to Dynamics several times. I...

    Read more
  • Embed Secure Power BI report using Python Web Application with Flask in Visual Studio 2015

    31 October’ 2019

    In this article, we will embed a Power BI report in a python web application with flask in visual studio 2015. Following...

    Read more
  • Automate sending of Survey (Recurring) – Microsoft Forms Pro

    28 October’ 2019

    You might be having some requirements for automatically sending Microsoft Forms survey in recurrence like there might be...

    Read more