{"id":1036,"date":"2017-11-26T23:53:33","date_gmt":"2017-11-26T23:53:33","guid":{"rendered":"http:\/\/www.toponecrm.com\/blog\/?p=1036"},"modified":"2017-11-27T23:32:56","modified_gmt":"2017-11-27T23:32:56","slug":"solving-dynamics-365-integration-scenarios-with-kingswaysoft-and-ssis","status":"publish","type":"post","link":"https:\/\/toponecrm.com\/blog\/dynamics-365\/solving-dynamics-365-integration-scenarios-with-kingswaysoft-and-ssis\/","title":{"rendered":"Solving Dynamics 365 Integration Scenarios with KingswaySoft and SSIS"},"content":{"rendered":"
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Let me introduce very popular data integration’ scenario.\u00a0The purpose of this presentation is an introduction a\u00a0concept of CRM data integration based on Student Information System(SIS) – popular and interesting scenario. The thing is, many UK and Ireland’ universities have successfully implemented Microsoft Dynamics 365 – CRM. It is very interesting how they\u00a0can take advantage of Dynamics CRM, KingswaySoft and SSIS. Based on my experience\u00a0it is the best possible example to tell compelling story about CRM\u00a0 data integration. Following concept keeps everything simple and really goes to the point.<\/p>\n

\"\"<\/a><\/p>\n

1. Main points :<\/strong><\/p>\n

– Following solution was designed to provide an integration solution for passing data from\/to Dynamics CRM from\/to Student record System (including UCAS)<\/p>\n

– As updates are made to the Student Information System(SIS), the updated\u00a0record are written to an Intermediary\u00a0Database(ID)<\/p>\n

– Updates are periodically collected\u00a0 from the Intermediary\u00a0Database(ID) and written to Dynamics\u00a0CRM<\/p>\n

– As updates made to integrated\u00a0records\u00a0in Dynamics\u00a0CRM, the updated record are written to the Intermediary\u00a0Database<\/p>\n

– Updates are periodically\u00a0collected from the Intermediary Database(ID) and written to the Student Information System(SIS).<\/p>\n<\/div>\n

– Good data integration\u00a0solution should be possible generic so\u00a0config\u00a0entities for data integration are implemented\u00a0at CRM<\/div>\n
\n

– Solution\u00a0covers an error handling and archiving as well<\/p>\n<\/div>\n

\n

\"\"<\/a><\/p>\n

2. Daily Integration Steps<\/strong>
\n2. 1.\u00a0\u00a0\u00a0 Collect the integration mappings configuration (config entities) from CRM<\/p>\n

2.2. \u00a0\u00a0 Send Applicant data from the Intermediary Database(ID) to CRM for all applicants that are flagged as \u201cdirty\u201d. Dirty means that the records has been updated since it was last read (by the integration).<\/p>\n<\/div>\n

2.3.\u00a0\u00a0\u00a0 Set the Applicants successfully written to CRM as not dirty.<\/div>\n
2.4.\u00a0\u00a0\u00a0 Read the integration last started date from CRM.<\/div>\n
2.5.\u00a0\u00a0\u00a0 Write the integration last started date to CRM.<\/div>\n
2.6.\u00a0\u00a0\u00a0 Send the following sets of data to CRM where the items are flagged as dirty (unsure?). For each Entity, set the successfully written rows as not dirty.<\/div>\n
– \u00a0 \u00a0Applicants (contacts at CRM)
\n–\u00a0\u00a0\u00a0 Applications (opportunities at CRM)
\n–\u00a0\u00a0\u00a0 Documents
\n–\u00a0\u00a0\u00a0 Form Qualification
\n–\u00a0\u00a0\u00a0 Entry Qualifications
\n–\u00a0\u00a0\u00a0 Clearance Checks
\n–\u00a0\u00a0\u00a0 UCAS Choices
\n–\u00a0\u00a0\u00a0 Communications<\/div>\n","protected":false},"excerpt":{"rendered":"

Let me introduce very popular data integration’ scenario.\u00a0The purpose of this presentation is an introduction a\u00a0concept of CRM data integration based on Student Information System(SIS) – popular and interesting scenario. The thing is, many UK and Ireland’ universities have successfully implemented Microsoft Dynamics 365 – CRM. It is very interesting how they\u00a0can take advantage of … <\/p>\n

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