Replicate / Export Dynamics 365 (CDS) data – different options


The most common use case to export Dynamics 365 or Common Data Service data to an external database/datastore is to have more control over the data (without going through API route) with the ability to run analytics such as Power BI Reporting, Machine Learning, Data Warehousing, Integration, etc. For analytics, we can also use our … Continue reading “Replicate / Export Dynamics 365 (CDS) data – different options”

Connect to Dynamics 365 through Script Component – SSIS


For complex data migration requirements, usually we’d be using 3rd party tools like KingswaySoft or Scribe, or Informatica as they already have components (connection, transformation, source, destination etc.) built for Dynamics 365 instead of building our own. Check other posts on data migration https://nishantrana.me/2020/10/16/ssis-kingswaysoft-and-dynamics-365/ https://nishantrana.me/2020/05/19/data-migration-in-dynamics-365-key-considerations/ For some simple / basic requirements instead of using 3rd … Continue reading “Connect to Dynamics 365 through Script Component – SSIS”

Update/Upsert operation is not supported in non-transaction mode error in Dynamics 365 for Sales Connector of Informatica Cloud


Few weeks back while working on a migration project in which we were using Informatica Cloud’s Dynamics 365 for Sales connector, we used to get the below error while trying to perform the Upsert operation in Batch. “In CRM WRITER_1_*_1> CCI_WRITER_1000 [ERROR] Update/Upsert operation is not supported in non-transaction mode. “ For this we had … Continue reading “Update/Upsert operation is not supported in non-transaction mode error in Dynamics 365 for Sales Connector of Informatica Cloud”

Using Alternate key in the Dynamics 365 for Sales Connector in Informatica Cloud


In our recent project we were using Dynamics 365 for Sales Connector of Informatica Cloud to push data into CRM from SQL DB. To update the lookup instead of using GUID we decided to us the Alternate Key. From the below KB article, it looks like the older version of the informatica connector wasn’t supporting … Continue reading “Using Alternate key in the Dynamics 365 for Sales Connector in Informatica Cloud”

Setting Lookup field in the Dynamics 365 for Sales Connector in Informatica Cloud


Informatica Cloud has recently released new connector for integration with Dynamics 365 named Dynamics 365 for Sales Connector, which uses Web API of Dynamics 365. Below is how we specify the details of the connection – Because of lack of documentation for the new connector, while trying to insert a record inside CRM and trying … Continue reading “Setting Lookup field in the Dynamics 365 for Sales Connector in Informatica Cloud”

Scribe Online – Working with Upsert Block in Dynamics 365 CE


Continuing our previous posts on Scribe Online, let us look at the Upsert block for Dynamics 365 CRM Connector. The way it works is à The Upsert block will have a field called alternatekeyname where we need to provide the name of the alternate key as shown below. In CRM à Along with passing the … Continue reading “Scribe Online – Working with Upsert Block in Dynamics 365 CE”