Export Data from SQL Server to Dynamics 365 Sales through SSIS

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Dynamics 365 SSIS Components

SSIS ソース元 & 接続先コンポーネントは、SQL Server SSIS のワークフロー内で簡単にDynamics 365(オンプレミス & オンライン)アカウントデータにリアルタイム接続できるパワフルなツールです。

データフロー内のコンポーネントを使って、Dynamics 365 のLeads、Contacts、Opportunities、Accounts などを同期できます。データ同期、ローカルバックアップ、ワークフローの自動化などに最適!



Easily push SQL Server data to Dynamics 365 Sales using the CData SSIS Tasks for Dynamics 365 Sales.

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 365 Sales allows you to easily transfer Dynamics 365 Sales data. In this article you will export data from SQL Server to Dynamics 365 Sales.

Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new Dynamics 365 Sales Destination control to the data flow task.

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 365 Sales.
  3. Close the ADO NET Source wizard and connect it to the destination component.

Create a New Connection Manager for Dynamics 365 Sales

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 D365Sales Connection Manager in the menu.
  3. Configure the connection properties. A typical connection requires:
    • OrganizationUrl
    Dynamics 365 はOAuth 認証標準を使用します。詳細はヘルプドキュメントの「はじめに」を参照してください。

Configure the Dynamics 365 Sales Destination

In the destination component Connection Manager, define mappings from the SQL Server source table into the Dynamics 365 Sales destination table.

  1. Double-click the Dynamics 365 Sales destination to open the destination component editor.
  2. In the Connection Managers tab, select the connection manager previously created.
  • Specify the table into which the data will be exported: On the Component Properties tab, enter the table name in the TableName property, under the Custom Properties section. In this case, you will transfer Accounts records.
  • On the Column Mappings tab, configure the mappings from the input columns to the destination columns.
  • 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.