Import Dynamics 365 Sales Data into SQL Server using SSIS





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 back up Dynamics 365 Sales data to SQL Server using the SSIS components for Salesforce.

Using SQL Server as a backup for critical business data provides an essential safety net against loss. Backing up data to SQL Server enables business users to more easily connect that data with features like reporting, analytics, and more.

This example demonstrates how to use the CData SSIS Tasks for Dynamics 365 Sales inside of a SQL Server SSIS workflow to transfer Dynamics 365 Sales data into a Microsoft SQL Server database.

Add the Components

To get started, add a new Dynamics 365 Sales source and SQL Server ADO.NET destination to a new data flow task.

Create a New Connection Manager

Follow the steps below to save Dynamics 365 Sales connection properties in a connection manager.

  1. In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. In the Connection Manager type menu, select D365Sales. The CData Dynamics 365 Sales Connection Manager is displayed.
  3. Configure 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 Source

Follow the steps below to specify the query to be used to extract Dynamics 365 Sales data.

  1. Double-click the Dynamics 365 Sales source to open the source component editor.
  2. In the Connection Manager menu, select the connection manager previously created.
  3. Specify the query to use for the data extraction. This article retrieves all records from the Accounts table with the following query: SELECT * FROM Accounts
  4. Close the Dynamics 365 Sales Source control and connect it to the ADO.NET Destination.

Configure the SQL Server Destination

Follow the steps below to specify the SQL server table to load the Dynamics 365 Sales data into.

  1. Open the ADO.NET Destination and add a New Connection. Enter your server and database information here.
  2. In the Data access mode menu, select "table or view".
  3. In the Table Or View menu, select the table or view to populate.
  4. Configure any properties you wish to on the Mappings screen.

Run the Project

You can now run the project. After the SSIS Task has finished executing, your database will be populated with Dynamics 365 Sales data.