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CRM 4.0 - reading from a data warehouse

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Hi,

We have a data warehouse in place and now we are going to implement CRM but I have a number of concerns and issues:

First, it is possible to read data from the data warehouse through an external page but is it possible to link the CRM Report Wizard to the data in the data warehouse even trhough views? We do not wish to use the reporting services for the generation of reports as we require the users to create their own reprots.

Secondly, is it possible to populate a CRM lookup dynamically from teh data warehouse?

Thanks in advance

Wednesday, March 23, 2011 1:05 PM

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You can use the CRM report wizard if the data you are pulling is all in CRM. That means you have to have an integration process that will pull your warehouse data into CRM custom entities. You can use a tool like Scribe (www.scribesoft.com) to do this or have a microsoft partner set this up for you.

Or, if you have development resources on hand you can also use the SDK and do the integration yourself using .NET, SSIS or anything that can hit the web-services CRM exposes.

Here are the links to the SDK.

For 4.0

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=82e632a7-faf9-41e0-8ec1-a2662aae9dfb&displaylang=en

For 2011

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=420F0F05-C226-4194-B7E1-F23CEAA83B69

Good luck, and I hope this helps!
Jamie Miley
http://mileyja.blogspot.com
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Follow Me on Twitter!
- Proposed as answer by Jim Glass Jr Wednesday, March 23, 2011 3:59 PM
- Marked as answer by FreDev Thursday, March 24, 2011 8:42 AM
Wednesday, March 23, 2011 2:15 PM

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You can use the CRM report wizard if the data you are pulling is all in CRM. That means you have to have an integration process that will pull your warehouse data into CRM custom entities. You can use a tool like Scribe (www.scribesoft.com) to do this or have a microsoft partner set this up for you.

Or, if you have development resources on hand you can also use the SDK and do the integration yourself using .NET, SSIS or anything that can hit the web-services CRM exposes.

Here are the links to the SDK.

For 4.0

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=82e632a7-faf9-41e0-8ec1-a2662aae9dfb&displaylang=en

For 2011

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=420F0F05-C226-4194-B7E1-F23CEAA83B69

Good luck, and I hope this helps!
Jamie Miley
http://mileyja.blogspot.com
Linked-In Profile
Follow Me on Twitter!
- Proposed as answer by Jim Glass Jr Wednesday, March 23, 2011 3:59 PM
- Marked as answer by FreDev Thursday, March 24, 2011 8:42 AM
Wednesday, March 23, 2011 2:15 PM

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Hi Jamie,

Thanks a lot for the reply!!

We already use SSIS to consolodate data in the data warehouse so i guess we have to do the same in CRM :)

So i guess if reports can only view CRM database fields, its the same when talking about lookups right?

Thanks and regards

Thursday, March 24, 2011 8:46 AM