Crash Course

Objectives

  • Quick overview of the general SSIS infrastructure

  • Deep dive into CRM/CDS Connection Manager, Source, Destination and Option Set mapping components

  • Implementations patterns and best practices

  • Proper software licensing

  • Performance tuning and troubleshooting

Course curriculum

  • 1

    Introduction & Getting Started with SSIS & SSIS Integration Toolkit for Microsoft Dynamics 365 CRM/CDS

    • KingswaySoft and the SSIS Integration Toolkit for Microsoft Dynamics 365 CRM/CDS

  • 2

    Working with CRM/CDS Connection Manager

    • Connection Manager component

  • 3

    Working with CRM/CDS Source

    • Source component

    • Special Fields

  • 4

    Working with CRM/CDS Destination

    • Destination component

    • Text Lookup

    • Optional Settings, Special Fields and Recommended Approaches

  • 5

    Working with CRM/CDS OptionSet Mapping

    • OptionSet Mapping component

  • 6

    Implementation Patterns

    • Implementation Patterns

  • 7

    Real-Time Integration - Integration Gateway

    • Real-Time Integration - Integration Gateway

  • 8

    License Management & Software Upgrades

    • Licensing and Software Details

  • 9

    Performance Tuning

    • Performance Tuning

  • 10

    Supplementary Materials

    • Exercise Manual

    • Complementary Sample Packages

    • Trained Specialist Badge

FAQ

  • How do I set up my training account?

    Once your order has been processed on the KingswaySoft website, our team will register you for a training account. Please be on the lookout for your Site Welcome email which will provide you with a link to set your password. Other login details will also be provided in this Site Welcome email.

  • How do I enroll in the course?

    Our team will enroll you in the course. We generally complete this process in addition to registering your training account. Please be on the lookout for our Course Enrollment email to confirm your enrollment.

  • How long will the course take?

    This course is estimated to take 4 hours to complete. We welcome you to enjoy some breaks as you need along the way, you can always pick up where you left off upon your return.

  • How long will I have access to the course and its materials?

    Generally your course enrollment is available for 45 days, which starts once our team registers you for enrollment.

  • I'm having trouble accessing my courses, what can I do?

    Please reach out to us at training@kingswaysoft.com - our team will help to ensure you are all set up to go!

  • Is there an Exercise Manual?

    Yes, an exercise manual will be provided towards the end of the course. It will include step-by-step illustrations to common data flow tasks which you can use to design your own integration package. There are other supplementary materials available in this section for you as well.

  • Will I receive a Certificate of Completion?

    Yes, we are happy to present a Certificate upon your completion of the course. You will also receive the Certificate through email, as well as when you log in to your training account (under your Profile).

  • Is there a Q&A session?

    Yes, there are monthly Q&A sessions conducted through an online webinar. Our team schedules these monthly webinars typically within our business hours (M-F 9AM - 5:30PM Eastern Time) and will reach out to you with more details to join. Please stay tuned!

  • What if I have questions as I move through the course?

    We would love to answer any questions you may have as you progress through the course. You are always welcome to connect with us by emailing training@kingswaysoft.com.