Data Import from SQL Server

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  You should check out the built in Data Import functionality if you have fairly simple data that you can get into a file. Beyond that, check out the CRM 2011 SDK for example code on creating records programmatically. You could also look into a third party solution to import data, depending on your situation in might be more cost effective than rolling your own solution.

  http://www.scribesoft.com/

  http://blogs.msdn.com/b/dynamicscrmonline/archive/2011/06/24/crm-2011-data-import-wizard-importing-related-accounts-and-contacts.aspx

  http://blogs.msdn.com/b/crm/archive/2009/11/10/supported-file-types-in-data-import-wizard-for-microsoft-dynamics-crm-online.aspx

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  Jason Lattimer

  • Proposed as answer by JLattimerMVP, Moderator Thursday, March 8, 2012 6:53 PM

  Thursday, March 8, 2012 6:53 PM

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  Yes, it is possible.  There are several ways to go about this task.

  Here are a couple:

  1. You could use a third party migration/integration tool that complies with the CRM SDK like Scribe (www.scribesoft.com)

  2. You could write your own .NET application or build an SSIS package that uses web service tasks to perform the update.  SSIS packages can use SQL Server Agent to schedule jobs and you can use many different methods to do this with a .NET application.  If writing your own you will need info from the SDK:

  http://blogs.msdn.com/b/crm/archive/2008/05/07/integrating-crm-using-sql-integration-services-ssis.aspx

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  Software Specialist Crm

  • Marked as answer by WPF_Dev Friday, March 9, 2012 9:44 PM

  Friday, March 9, 2012 7:54 AM