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Microsoft Dynamics CRM (Archived)

CRM Dynamics Entity data ETL to MSSQL

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Posted on by

Hello there,

I have a task that requires to get the CRM Data Entity data specifically for KnowledgeArticle, Accounts, Contacts, Surveys, and SurveyResponses entities.

Can you please advise if what's the best (Free of charge) way/tool to extract CRM data and load it to MsSQL server? My task is to load the data every 15mins.

So far what I have tried are:

1. DynamicsCRUDOperation - This is the console application that uses your Credentials in "C:\Users\username\AppData\Roaming\CrmServer\Credentials.xml". The issue I encountered here is that my other 3rd party program, VisualCron, runs as SYSTEM. That means the console app won't be able to use my credentials.xml

2. SSIS using KingswaySoft - Was able to create an SSIS package and it's perfectly working. The only issue here is I just found out that it needs a license once you deployed it on my SSIS server.

Thank you so much in advance,

Rome

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  • Suggested answer
    ashlega Profile Picture
    34,477 on at

    Hi,

     I don't think you will be able to find a free tool that you can schedule, so, unless you want to write your own console app, maybe try that DynamicsCRUDOperation - just place credentials.xml in this folder:

    C:\Windows\System32\config\systemprofile\AppData\Roaming\CrmServer

    Might work..

  • Community Member Profile Picture
    on at

    Thank you, Alex. I tried this one but it didn't work. Also tried to put it in C:\Windows\SysWOW64. What I did it to hard code it for the Credentials.xml and then just used the Windows Scheduler for the scheduling while my account is logged on so that the exe will use my Windows Credential manager. Thanks for the help.

  • Suggested answer
    Aric Levin - MVP Profile Picture
    30,190 Moderator on at

    Why don't you store your credentials in the app.config an encrypt them?

    You can run your console application with a parameter /encrypt that will call this logic only once, and then without the parameter will run your process.

    You can use the following logic to encrypt it:

    // fileName = exeFileName

    // sectionName = applicationSettings/AppName.Properties.Settings

    Configuration config = ConfigurationManager.OpenExeConfiguration(fileName);

    ConfigurationSection section = config.GetSection(sectionName);

    ClientSettingsSection clientSection = (ClientSettingsSection)section;

    SettingElement password = new SettingElement("Password", SettingsSerializeAs.String);

    XmlElement element = new XmlDocument().CreateElement("value");

    element.InnerText = passwordValue; // This is the actual password to encrypt

    password.Value.ValueXml = element;

    clientSection.Settings.Add(password);

    section.SectionInformation.ForceSave = true;

    config.Save(ConfigurationSaveMode.Modified);

    section = config.GetSection(sectionName);

    if (!section.SectionInformation.IsProtected)

    {

      //Protecting the specified section with the specified provider

      section.SectionInformation.ProtectSection("DPAPIProtection");

    }

    section.SectionInformation.ForceSave = true;

    config.Save(ConfigurationSaveMode.Modified);

    Hope this helps.

  • Community Member Profile Picture
    on at

    Nice suggestion, Aric. Will try this one soon.

  • Community Member Profile Picture
    on at

    Skyvia can easily ETL all the necessary data from Dynamics to MSSQL on schedule. It has a convenient interface and rather powerful mapping settings, but unfortunately, it is not free for every 15 minutes sync: https://skyvia.com/pricing 

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