In this short article, I’ll explain how to connect to an environment using a Service Principal with the KingswaySoft connector in an SSIS project.
Steps to create the connection:
- Open SSIS project, go to Connection Managers > New Connection
- Choose the DynamicsCRM type provided by Kingswaysoft as shown below and click Add…
- In the CDS/CRM Connection Manager popup:
- Set Authorization Type > Client Credentials (server to server authentication)
- Enter the required details as shown below.
- Click on Test Connection button and ensure it shows the Test connection succeeded.
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