If you are using CRM OnPremise, then the easiest way to get data from CRM is to query it via SQL (query the filtered views). You could create an SSIS package to query the data, and populate your SQL tables, and schedule the package to run via a SqlAgent
job.
If you're using CRM Online, then you can only get the data via the CRM web services. There are a few options for this:
- You could still use SSIS, but you'd either have to write code to call the CRM web services, or pay for a 3rd party CRM SSIS component (www.kingswaysoft.com or
www.cozyroc.com )
- Or, write a console application to retrieve the data from CRM, write it to SQL Server. You could schedule this via the windows task scheduler, or SqlAgent
Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk
