Dynamics CRM Destination

Overview

Dynamics CRM Destination Component is SSIS Data Flow Component for loading data into Microsoft Dynamics CRM entity. The configuration options are provided in the standard data flow destination component dialog.

Setup

Use the options below to setup the component.

Options

DYNAMICS-CRM

Select an existing Dynamics CRM connection manager.

Related Topics: Dynamics CRM Connection Manager

Action

Select destination entity action. This property has the options listed in the following table.

Action	Description
Create	Create new record in the destination entity.
Update	Update existing record in the destination entity. You have to specify the appropriate entity record identifier for the update to work.
Delete	Delete existing record from the destination entity. You have to specify the appropriate entity record identifier for the delete to work.

Note: After action change, you have to use Refresh command in the 'Column Mappings' tab to reload destination entity metadata.

DestinationEntity

Specify the destination Dynamics CRM entity where the data is loaded.

IgnoreMissingIdentifier

Specify how unrecognized identifiers are handled. If set to True, the fields containing unrecognized identifiers will be filtered. The default value is False.

DetectDuplicate (1.5 SR-3)

Specify to enable duplicate detection rules during create or update. The default value is False.

ErrorRowDisposition (Dynamics CRM Destination Input)

Specify how to handle rows with errors.

Id (Dynamics CRM Destination Error Output) (1.5 SR-1)

Contains the unique identifier of the added, updated or deleted record.

How to modify destination entity dynamically at runtime?

The destination entity is available in the data flow properties list. Follow these steps to setup expression:

• Right-click on data flow canvas and select Properties menu.
• Scroll-down and find property named like [Dynamics CRM Destination].[DestinationEntity]. This is the property containing the destination entity.
• Scroll-down and find Expressions property. Setup expression to modify the destination table dynamically.

How to get identifier of newly created entity record?

The identifier of the created entity record is provided in the component's error output, in the Id column. Connect the error output to a destination where you want to store the identifiers.

How to setup activity party list attribute?

The activity party list can be setup with either party's email or using party unique identifier. Multiple party elements are separated with semicolon (;):

• To specify with email use: email1;email2;...
• To specify with unique identifier use: <entity name>:{<guid1>};<entity name>:{<guid2>};...

How to assign roles to users?

Use Dynamics CRM Association Destination script here.

How to relate records between two entities?

Use Dynamics CRM Relationship Destination script here.

How to find which records contain error?

The component's Error Output is used for providing both error information and processed record identifier. Check ErrorCode column:

You can setup standard Conditional Split component to filter non-error records.