Connecting to Microsoft Dynamics CRM

Establishing a Connection shows how to authenticate to Microsoft Dynamics CRM and configure any necessary connection properties from the Connection Manager window.

You can also configure component capabilities through the available Connection properties, from data modeling to firewall traversal. The Advanced Settings section shows how to set up more advanced configurations and troubleshoot connection errors.

Visual Studio Version Support

The CData SSIS Components for Microsoft Dynamics CRM supports Visual Studio versions 2015 and above.

SSIS Version Support

The CData SSIS Components for Microsoft Dynamics CRM provide data flow components that allow for straightforward integration with Microsoft Dynamics CRM data from SSIS data flow tasks. SQL Server 2014, 2016, 2017, 2019, and 2022 are supported including their corresponding version of SQL Server Data Tools.

Microsoft Dynamics CRM Version Support

The component models CRM on-premise or hosted Microsoft Dynamics 365 instances as read/write, relational databases. The component uses versions 2011+ of the CRM Web Services APIs to connect to Dynamics CRM data. The component supports forms-based and claims-based authentication to the API.

See Also

• Using the Source Component: Pull Microsoft Dynamics CRM data into your data flow task.
• Using the Destination Component: Push data to Microsoft Dynamics CRM.
• Deploying to Azure: Deploy the CData components to Azure from Visual Studio.
• Troubleshooting: The component installation automatically adds the components to the toolbox; if you do not see the components, you can find the procedure to add them here.