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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