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Pull data into CRM from another database RRS feed

  • Question

  • Does anyone know if you can pull data into CRM 4.0 from another database?  The specific situation is pulling a project number from a Solomon database (SQL 2005) and tying it to an opportunity in CRM 4.0.  Any ideas/suggestions would be appreciated!
    Wednesday, September 30, 2009 7:17 PM

Answers

  • There are many ways of integrating systems to Dynamics CRM. If you're willing to code, you can use the Dynamics CRM web services. If you'd prefer something off-the-shelf, consider Scribe. Ultimately the best option will come down to the requirements of the integration and how automated you need it.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Wednesday, September 30, 2009 7:30 PM
  • Hi Michael,

    if the pulling of the project number is triggered from the crm side I would recommend to develop either a plugin or a custom workflow activity (it depends on your requirements). See http://msdn.microsoft.com/en-us/library/dd548494.aspx for a comparison of plugin vs. workflow.

    You are free to choose any .NET language you want to develop for Dynamics CRM. See the sdk for further reference http://www.microsoft.com/downloads/details.aspx?FamilyID=82E632A7-FAF9-41E0-8EC1-A2662AAE9DFB&displaylang=en
    Wednesday, September 30, 2009 7:51 PM

All replies

  • There are many ways of integrating systems to Dynamics CRM. If you're willing to code, you can use the Dynamics CRM web services. If you'd prefer something off-the-shelf, consider Scribe. Ultimately the best option will come down to the requirements of the integration and how automated you need it.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Wednesday, September 30, 2009 7:30 PM
  • Cool - Scribe was the initial consideration but the business unit wanted alternatives.  So - if you go the route of coding via web services, what language would be required?  .NET, VB?
    Wednesday, September 30, 2009 7:43 PM
  • Hi Michael,

    if the pulling of the project number is triggered from the crm side I would recommend to develop either a plugin or a custom workflow activity (it depends on your requirements). See http://msdn.microsoft.com/en-us/library/dd548494.aspx for a comparison of plugin vs. workflow.

    You are free to choose any .NET language you want to develop for Dynamics CRM. See the sdk for further reference http://www.microsoft.com/downloads/details.aspx?FamilyID=82E632A7-FAF9-41E0-8EC1-A2662AAE9DFB&displaylang=en
    Wednesday, September 30, 2009 7:51 PM