Dynamics CRM Connection Manager
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SSIS Dynamics CRM Connection Manager can be used with Dynamics CRM Source, Dynamics CRM Destination, to read/write Microsoft Dynamics CRM data.

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Content

Video Tutorial

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Step-By-Step

In this tutorial we will learn how to create Dynamic CRM Connection. You can create multiple connection(Used with Dynamics CRM Source, Dynamics CRM Destination).
  1. In order to connect to DynamicsCRM Storage from SSIS you will need Credentials. You can create account click here. and get credentials.
  2. Now, You need to Download and Install SSIS ZappySys PowerPack.
  3. Once you finished above steps, Open Visual Studio and Create New SSIS Package Project.
  4. Right click in the Connection Manager panel and click on New Connection.
    SSIS Create New Connection
  5. Select ZS-DYNAMICS-CRM Connection Manager from the Connection Managers list and Click on Add Button.
    SSIS DynamicsCRM Connection Manager - ADD
  6. In the connection manager UI, set Authentication type to CRM Online (Office 365), enter user name and password. Select organization.
    SSIS Dynamics CRM Connection Manager UI (Used with Dynamics CRM Source, Dynamics CRM Destination)
  7. Click on Test Connection to check configure correct or not.
  8. Click on OK button to save DynamicsCRM Connection Manager configure setting UI.
  9. Once you finished, you will see DynamicsCRM connection in Connection Manager panel.
    SSIS DynamicsCRM Connection Manager - Success

Properties

Property Name Description
AuthType Authentication Type

Available Options (Use numeric value listed in bracket if you have to define expression on this property (for dynamic behavior).

Option Description
OnlineFederation [0] Online Federation (for CRM Online 365) *** DEPRECIATED (Use OAuth instead) ***
Federation [1] Internet-facing deployment - IFD (On-Premises or Hosted)
ActiveDirectory [2] Active Directory (On-Premises)
OAuth [3] OAuth (for CRM Online 365, On-Premises, Dataverse / CDS / PowerApps)
OrganizationId Prefix for Service Url
ServiceUrl Organization Service Url
DiscoveryUrl
Timeout Request timeout in seconds
UserName
Password
TokenUrl Custom URL for get Token call. In a very special case you have to supply this custom URL to get Token (e.g. for US GCC Region it may be https://login.microsoftonline.us/xxxx/yyyy/token rather than https://login.microsoftonline.com/xxxx/yyyy/token - see ***.us vs ***.com). This option is only applicable if you choose AuthType to OAuth
ClientId This is your Azure AD App Id (i.e. Client Id). If you choose AuthType as OAuth then you have to supply this property. You can obtain Client Id using these steps https://zappysys.com/links/?id=10116
ClientSecret This is your Client Secret obtained from Azure AD App page. If you choose AuthType as OAuth then you have to supply this property. You can obtain Client Secret using these steps https://zappysys.com/links/?id=10116
ConnectionString
UseProxy Enable custom proxy settings (If this is not set then system default proxy will be used. To disable proxy totally uncheck this option and check DoNotUseDefaultProxy option if available)
ProxyUrl Web URL of Proxy server (including port  if necessary). [e.g. http://myproxyserver:8080/]
DoNotUseDefaultProxy Do not use system default proxy (This setting is ignored if UseProxy=true)
ProxyUseCreds Enable passing userid and password to proxy server
ProxyPassword Proxy password
ProxyUserName Proxy username

Setting UI

SSIS DynamicsCRM Connection - Setting UI

See Also

References

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