Crash Course

Objectives

  • Gain a practical overview of SSIS infrastructure and core development concepts.

  • Configure and use the CRM/Dataverse Connection Manager, Source, Destination, and OptionSet Mapping components, including Text Lookup, optional settings, and special field handling.

  • Apply proven implementation patterns and recommended integration practices.

  • Understand real-time integration with Integration Gateway, software licensing, and upgrades.

  • Tune performance and troubleshoot common integration issues.

Course curriculum

  • 1

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

    • KingswaySoft's SSIS Integration Toolkit and the Microsoft Dynamics 365 CRM/Dataverse Components
  • 2

    Working with the Dynamics 365 CRM/Dataverse Connection Manager

    • Connection Manager Component
  • 3

    Working with the Dynamics 365 CRM/Dataverse Source

    • Source component

    • Special Fields
  • 4

    Working with the Dynamics 365 CRM/Dataverse Destination

    • Destination component

    • Text Lookup

    • Optional Settings, Special Fields, and Recommended Approaches
  • 5

    Working with the Dynamics 365 CRM/Dataverse OptionSet Mapping

    • OptionSet Mapping Component
  • 6

    Implementation Patterns

    • Implementation Patterns
  • 7

    Real-Time Integration with Integration Gateway

    • Integration Gateway
  • 8

    License Management and 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, typically when we create your training account. Please look for a separate email confirming your course 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 pause at any time and resume where you left off.

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

    You will have access to the course and its materials for 45 days from the date our team enrolls you.

  • I'm having trouble accessing my courses. What should I do?

    Please email us at [email protected]. Our team will help ensure that you can access your training account and course.

  • Is an exercise handbook provided?

    Yes. An exercise handbook is provided toward the end of the course. It includes step-by-step guidance for common data flow tasks that you can use when designing your own integration packages. Additional supplementary materials are also included.

  • Will I receive a Certificate of Completion?

    Yes. A certificate of completion will be issued once you complete the course. You can view and download it directly from the course or by signing in to your training account and navigating to My Account > Certificates.

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

    We are happy to answer any questions you may have as you progress through the course. Please email us at [email protected] for assistance.