Experience more features and greater performance for your Microsoft Dynamics CRM data integration project.

The SSIS Integration Toolkit for Microsoft Dynamics CRM is the most performant and feature rich data integration solution for Microsoft Dynamics CRM on the market. With a meticulously designed software that leverages the power of the SSIS ETL engine for a familiar development experience, your integration job can be completed 3 to 10 times faster.

Note The SSIS Integration Toolkit for Microsoft Dynamics CRM is now part of the SSIS Integration Toolkit for Microsoft Dynamics 365 and is no longer available as a stand-alone product. Please continue reading for information about the CRM components, or see the Microsoft Dynamics 365 page for information on the whole toolkit.

Microsoft Dynamics CRM Integration

  • An extremely simplified ETL development experience within a familiar development environment (Microsoft Visual Studio) provides developers the best possible development productivity.
  • 4 different source types when reading data from Microsoft Dynamics CRM server.
  • 9 different write actions to choose from when writing data to the CRM server.
  • Robust error handling and superior performance.
  • Text Lookup feature makes CRM lookup references painlessly easy and it comes with many configurable options.
  • Equipped with many specifically designed integration options, the SSIS Integration Toolkit is the most flexible solution to read from or write to Microsoft Dynamics CRM server using its web service interfaces.
  • Available within the SSIS Integration Toolkit for Microsoft Dynamics 365 or as part of the Ultimate Edition which includes SharePoint, Marketo, OneDrive, HubSpot, and many more.

Youtube Video - Quick Overview of SSIS Integration Toolkit for Microsoft Dynamics CRM

Codeless
Integration

You don't have to write a single line of code to make data integration happen so your development can be done in a matter of minutes.

Flexible and
Easy-to-use

We make the most flexible integration solution on the market. Our software offers intuitive user interfaces that are flexible and easy to use.

Cost
Effective

With a streamlined development experience, and an extremely simple licensing model, our solution offers the best value for your investment.

Unparalleled
Performance

Our software offers many specifically designed features that help you achieve the best possible performance without having to hijack your budget.

Unique Features

  • "Retry on intermittent errors" to deal with transient network or server problems in a robust fashion.
  • Read data from Microsoft Dynamics CRM server through CRM entity, FetchXML query, EntityChanges, or AuditLogs options.
  • The most sophisticated support of complex FetchXML queries. 
  • Read CRM audit history in a structured way using the unique AuditLogs feature.
  • Read CRM delta changes easily using the EntityChanges option in the CRM source component.
  • Nine different write actions for writing to CRM server: Create, Update, Delete, Upsert, Merge, Convert, Send, BulkDelete, and ExecuteWorkflow.
  • Write to CRM many-to-many relationship without a single line of code.
  • Four Upset matching options for the most robust solution to write incremental changes to CRM (Primary Key, CRM Duplicate Detection, Manually Specified Fields, and Alternate Key).
  • Text Lookup feature to perform a lookup to CRM records using either text or integer values as the input, includes support for using CRM alternate keys.
  • Unique "Change Flag Field(s)" option makes it easy to track the source of last changes in CRM.
  • "Ignore Null-Valued Fields"  to avoid overwriting existing values with an empty value.
  • "Ignore Unchanged Fields" to avoid triggering some unnecessary plugins or workflows to significantly improve integration performance in some cases.

Dynamics CRM SSIS Components

Technique Requirements

  • Microsoft Dynamics 365 for Customer Engagement
    • Sales
    • Customer Service
    • Field Service
    • Project Service Automation
  • Microsoft Dynamics CRM
    • Microsoft Dynamics CRM Server 2016
    • Microsoft Dynamics CRM Server 2015
    • Microsoft Dynamics CRM Server 2013
    • Microsoft Dynamics CRM Server 2011
    • Microsoft Dynamics CRM Server 4.0
    • Microsoft Dynamics CRM Server 3.0
  • SQL Server
    • Microsoft SQL Server 2019
    • Microsoft SQL Server 2017
    • Microsoft SQL Server 2016
    • Microsoft SQL Server 2014
    • Microsoft SQL Server 2012
    • Microsoft SQL Server 2008 R2
    • Microsoft SQL Server 2008
  • Note: Microsoft Dynamics 365/CRM Online requires SQL Server 2012 or above.


Featured Case Studies

Andrew Sykes - logo

Andrew Sykes Group needed a more reliable and performant solution for their daily integration.

Sound Technologies - logo

Sound Technologies needed to migrate their CRM data and automate their CRM/ERP processes.

Genbil - logo

How Genbil uses the SSIS Integration Toolkit for their AutoMerge tool.

SMS Technology - logo

SMS Management & Technology needed to migrate records from two different systems into CRM.

View more Case Studies

Since deployment to our production environment, the run-time of the regular daily processing (which was scheduled to begin every 15 minutes) has reduced from 15-20 minutes to now just 90 seconds using SSIS and KingswaySoft.

Rob Dawson

Dynamics CRM Consultant

Andrew Sykes Group