Match and Merge using KingswaySoft RRS feed

  • Question

  • Hi 

    My target is Ms Dynamics CRM 2013 

    I am using SSIS along with  Kingswaysoft tool to Migrate data.

    For Eg: I have a CSV which contains First Name, Postcode field .

    Using this field I need to Create / Update a Opportunity Record.

    In Create Scenario,Once the opportunity is created,

    I need to Update QualifyingOpportunityID of Lead Entity to OpportunityID

    How to achieve above scenario using Kingsway soft.

    Thursday, April 3, 2014 9:29 AM

All replies

  • You can accomplish the requirement above using COZYROC SSIS+ library. Contact support for further information.

    SSIS Tasks Components Scripts Services | http://www.cozyroc.com/

    Wednesday, June 25, 2014 2:28 AM
  • The scenario you suggest sounds like it would only work if a contact cannot have more than one opportunity - is this the case ?

    You seem to have two requirements:

    1. To match (or not) an opportunity based on fields on the contact or lead, rather than the opportunity entity. If this is the case, and you are unsing Crm OnPremise, then I'd use an SSIS lookup transformation, rather than the Kingswaysoft component for the lookup
    2. To update a lead with the ID of the new opportunity record. I don't know if the Kingswaysoft component returns the id of a newly created record. However, an alternative approach is to generate the opportunityID in advance (e.g. using the newID() SQL function) and pass it when creating the opportunity

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Wednesday, June 25, 2014 8:59 AM
  • David,

    The suggestions you are making are very bad practices which will never work with the Dynamics CRM Online deployment. In fact it is bad even if you are using Dynamics CRM Premise because the integration may potentially break with the next server release if Microsoft decides to change their CRM database schema or even storage.

    SSIS Tasks Components Scripts Services | http://www.cozyroc.com/

    Wednesday, June 25, 2014 11:36 AM