Microsoft Dynamics 365 As A Source

The Adapter for Microsoft Dynamics 365 and CRM includes one sample DTS file that shows how to use the adapter as a source:

• ExportAccount.dts — Exports account information from Microsoft Dynamics 365 and references the TIBCO Scribe® Insight Sample database as the target.

  This DTS gets data from Dynamics 365 based on data that was previously loaded by Company.dts.

If you have not run Company.dts, you can change or remove the filter conditions and retrieve another set of data from Dynamics 365.

To configure ExportAccount.dts

1. In the Workbench, click File > Open.
2. Browse to ..\Users\Public\Public Documents\Scribe\Samples\MicrosoftDynamicsCRM\ExportAccount.dts, and click Open.
3. When you are prompted to connect to the source, expand the Adapters branch and click Microsoft Dynamics 365.
4. When prompted to connect to the target, connect to the Insight Sample ODBC data source with the SCRIBE user and password.
5. If you are prompted to make changes to all DTS files, click No, and then click Save.
6. Click Source Configure to view the criteria.

See also

Sample DTS Files