The main purpose of the integrationtool is to process data between two systems. Right now it mainly supports Dynamics CRM2011-2016/Dynamics 365 as target. In the future it is possible, that other systems will be supported as well. The graphical designer makes it possible for non-programmers to create imports and interfaces between two systems. This tool is my personal opensource project. You can download the Integration Tool V1.18 here.
(Screenshot of the highlevel processing-flow)
The tool can be used for one-time imports or for regularly running interfaces as well. It comes with two executables, the ProjectDesigner and the ConsoleProjectStarter.
One-time imports can be designed and executed directly within the ProjectDesigner.
If you want to run a package regularly (i.e. every night), you can create a scheduled task, which runs the ConsoleProjectStarter. This console-application takes the package as a parameter.
Dynamics CRM related Features
- Create records
- Update records
- Delete records
- Support for custom entities
- Relate entities
- Set owner
- Set state
- Create marketinglists and relate members
- Execute Flowsteps
- Execute MSSQL Commands
- Execute ODBC Commands
- Execute Commandline Commands
- Send Emails
- Write to eventlog
- Load from excelsheets
- Load from mssql-database
- Load from odbc-connections
- Load from textfiles (i.e. xml)
- On-the-fly data-transformations like stringtransformation or adding defaultvalues
- Datafilters allows to apply transformations on certain records only
- Write to Dynamics CRM
For a quick ramp-up I recommend you the getting started article.