Connecting Via A DTS File

Connecting via a DTS file exports multiple rows of data in one output file or table. The target is configurable and you can output the data to any data source.

Note: Update Source works with Single Data Object and Custom Query if the query contains only the primary data object. Update Source is not supported if you include child or parent objects in the query.

To Connect To The Adapter Via A DTS File

Open the Workbench.
Click Source > Configure. The Configure Source dialog box appears.
Click New. The Add a Connection dialog box appears.
From the Connection list, expand Adapters and select the Adapter for Microsoft Dynamics 365 and CRM connection.
Click OK. The Login dialog box appears.
In Deployment, select the deployment type.
Enter the information required to access your deployment and click OK. The Connection Settings dialog box appears.
Select one of:
- Single Data Object — Also select from the adapter object list the object you want to work with.
- Custom Query — Also define the query using the query builder tabs.
  Note:
  Always use double quotes around strings when working in the query builder.
  Long varchar fields cannot be filtered or sorted, except when using the "is-null" or "like" operators.
Click OK.