Conditionally Extract Contacts based on Contact Types in SSIS

PANDEY Prashant 85 Reputation points
2023-03-03T09:35:24.3066667+00:00

Hello Experts,

I have a requirement where source is MS Dynamics CRM (where have to extract data using fetchxml in SSIS).

The Contact Entity is having lookup to Organization (may have more than 1 contact for an organization) and Contact Types (possible values are Admin/User/Super User/Bespoke/Remove Access/Recognized User etc).

That means a contact can be an Admin and Remove Access for an organization and another contact can be only Remove Access for any other organization.

The requirement is to split Contacts based on below conditions.

  • If contact is JUST setup as Recognised Organisation User or Remove Access in Portal Security.
      • Action A
  • If contact is setup as Recognised Organisation User or Remove Access AND any other role in Portal Security.
  • Action B

I am facing difficulty to split the contacts correctly.

Please suggest how this can be achieved. Thanks in advance.

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  1. Ronen Ariely 15,096 Reputation points
    2023-03-08T01:50:37.2333333+00:00

    Hi,

    If your question is regarding MS Dynamics CRM then why do you use the tag SQL Server?

    Dynamics CRM is not currently supported at the QnA forum. The product group for Dynamics monitors questions over at https://community.dynamics.com/crm

    Please close this thread by marking the answer and move to the right forum to get the best help from the relevant xerts 🙃

    Have a great day

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