Healthcare Company Integrates Legacy Systems with Microsoft Dynamics CRM using SSIS Integration Toolkit

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Many organizations have long-standing legacy software systems. In some cases, upgrading to a newer version or a newer product makes sense, but migrating your business data from the legacy system to the new one can be a challenge. Or perhaps implementing a new solution isn’t feasible, but you’re left with disparate systems that need to talk to each other to achieve better efficiency, reduce manual entry errors, and eliminate duplicate data.

That was precisely the case for The Center for Health Affairs, a healthcare services provider for Northeast Ohio hospitals. They had a legacy Microsoft Dynamics CRM installation and needed to migrate to the latest version.

Of course, this wasn’t their first foray into SQL Server integrations. They previously developed with Microsoft technologies and made extensive use of SSIS. However, during their previous development efforts, they used tools that required a combination of integration platforms, making the execution of integration jobs especially difficult. There was a need for an all-in-one integration tool to simplify future development and increase performance.

KingswaySoft’s SSIS Integration Toolkit for Microsoft Dynamics 365was the chosen tool, as it was fully compatible with their development environment and addressed all their pain points. As a result, their data migration was a success.

How SSIS Integration Toolkit Simplified Their Dynamics CRM Integration Workflow

As a result, with one toolset, the development team at The Center for Health Affairs can perform any integration needed, now or in the future. They can prepare, stage, and write data to Dynamics CRM, all within SSIS.

What is more, they have been able to work on previous integrations to streamline processes and significantly improve performance through greater efficiency.

The ExecuteWorkflow feature in the SSIS Integration Toolkit for Dynamics 365 is a powerful feature that the team uses to keep control of particular data in the hands of the CRM system users. With their previous legacy integration system, they were able to automate some email processes, but they had to include the email body in the data integration, making it impossible for the end user to modify. Thus, changes would have to be made by the development staff, who were already busy. With ExecuteWorkflow, the body of the email stays in the CRM system, letting the users modify it as needed. It also relieves the developers of additional manual processes, allowing the already-developed integration to execute autonomously without modification.

The Benefits Gained from the SSIS Integration Toolkit for Microsoft Dynamics CRM

Development time has been significantly reduced – and performance greatly increased – for new integration projects. What is more, they now have fine-grained control over their data. They’ve also managed to create integrations with their ERP solution (Dynamics GP) as well as Microsoft SharePoint. The no-code toolset allows them to extract CRM attachments and save them to SharePoint for easy access and safekeeping.

Next Steps

Are you struggling with data integration / ETL projects? The SSIS Integration Toolkit for Microsoft Dynamics 365 is a powerful, no-code solution that streamlines development, accelerates performance, and does so at a very affordable cost. Contact us today to learn more about how our toolset can simplify your next integration project.


By KingswaySoft |

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