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How to select data from an external DB to create a new record in CRM RRS feed

  • Question

  • This is for on-premise CRM 2011

    We have an external SQL DB that contains contact information for companies. Our CRM gets a feed from this system but it is at least a day behind.

    We would like to have the ability when a user is on the account form to click a ribbon button. That button should open a page that has queried an external DB based on the account the user was on to show a full list of contacts for that company. The user can then select the one desired and associate it to that account record - also creating on the fly a new contact record if it does not exist already.

    What would be the best supported way of doing something like this?

    Regards


    Rob

    Monday, August 29, 2016 3:27 PM

All replies

  • Hi Rob

    The best supported way to do this is to build an ASPX page  and using the SDK to communicate with CRM.

    FK

    Tuesday, August 30, 2016 6:42 AM
  • Hi,
     
    You can create a web service/WCF which queries the external database and returns the result.
     
    Then after you can create an HTML web resource in CRM that calls the web service/WCF and displays the desired result.
     
    So on click of a ribbon button you can open that HTML web resource which has a script that calls the web service/WCF and display the desired result.
     
    Hope this helps.
     
    Thanks!
    Sam

    Inogic | Blog | news@inogic.com

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    Wednesday, August 31, 2016 5:04 AM