Overview
Data flow transformation to convert Dynamics CRM entity record from one type to another.
Setup
The script has the following parameters:
- CrmConnection - selects Dynamics CRM Connection.
- Type - map to input column containing the conversion type (Mappings Tab). There are three supported types:
- opportunity - convert opportunity to quote.
- salesorder - convert sales order to invoice.
- team - convert owner team to access team.
- InputId - map to input column containing the entity record identifier (Mappings Tab).
Configuration
To use this script, you would need to load it in COZYROC JavaScript Component. If you are using COZYROC SSIS+ 2.0 or later, after selecting the corresponding script type and opening the component editor, you can select the script from a dropdown list with the pre-built scripts. For COZYROC SSIS+ 1.9, you can download the JavaScript file and browse to it via the "Import JavaScript code" button.
Dynamics_CRM_Convert_Transformation.jsKnowledge Base
Related documentation
COZYROC SSIS+ Components Suite is free for testing in your development environment.
A licensed version can be deployed on-premises, on Azure-SSIS IR and on COZYROC Cloud.