SSIS (.dtsx in Visual Studio) vs XrmToolBox — Data Transporter SSIS (.dtsx in Visual Studio) vs XrmToolBox — Data Transporter Technical Comparison and Practical Guide for Moving Data Between Dynamics 365 / Dataverse Environments Moving data between environments (dev → test → prod) is something every team working with Dynamics 365 / Dataverse does frequently. There are two common operational approaches: Classic SSIS (Visual Studio .dtsx packages with Data Flow, Lookups, Scripts, SQL staging, etc.) — an industrial ETL/ELT approach. XrmToolBox – Data Transporter (a lightweight plugin for copying records between organizations) — a manual, fast, developer-oriented approach. Below we break down the real differences, risks, and practical recommendations for each method. 1) Architecture and Philosophy SSIS (.dtsx in Visual Studio) ETL/ELT architecture: connect to sources (SQL, CSV, APIs), transform (Derived Column, Lookup, Script Component) and load into Dat...
Dynamics 365 Web API: How to Perform Multiple POST or Upsert Operations Dynamics 365 Web API: How to Perform Multiple POST or Upsert Operations The Dynamics 365 Web API provides a powerful way to interact with data in a structured and scalable manner. Among its most efficient — yet often underutilized — capabilities is the ability to perform multiple record operations (batch requests) or upserts (insert or update) in a single call. This article walks you through how to correctly build URIs, structure JSON payloads, handle lookup bindings using @odata.bind , and understand how Dynamics 365 interprets and processes these requests internally. 🧩 1. What Is an Upsert Operation? An Upsert is a hybrid between two common database operations: Insert (POST): Creates a new record. Update (PATCH): Updates an existing record. Dynamics 365 automatically determines whether to insert or update based on whether a record with the specified Alternate Key already exists. ...