今すぐお試しください!

製品の詳細CData SSIS Components for Dynamics CRM を確認して、無償評価版をダウンロード:

今すぐダウンロード

Export Data from SQL Server to Dynamics CRM through SSIS

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

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

Add Source and Destination Components

To get started, add a new ADO.NET Source control and a new Dynamics CRM 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 CRM.
  3. Close the ADO NET Source wizard and connect it to the destination component.

Create a New Connection Manager for Dynamics CRM

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 DynamicsCRM Connection Manager in the menu.
  3. Configure the connection properties. A typical connection requires:
    • User
    • Password
    • URL
    • CRM Version

    Dynamics CRM では、インスタンスごとに接続文字列の設定が必要です。 Authentication セクションでは、有効なDynamics CRM のUser、Password の入力、およびDynamics CRM Server Organization root のURL を設定します。さらに、CRMVersion プロパティに、'CRM2011+' もしくは'CRMOnline' を設定します。IFD コンフィグレーションもサポートされていますので、InternetFacingDeployment をTRUE に設定してください。

    また、Security Token Service(STS)、もしくはAD FS エンドポイントをSTSURL プロパティに設定することもできます。 この値はGetSTSUrl ストアドプロシージャで取得できます。 Office 365 ユーザーはデフォルトSTS URL にCRMVersion の設定だけで接続することができます。

Configure the Dynamics CRM Destination

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

  1. Double-click the Dynamics CRM 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 Account 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.

     
     
    ダウンロード