Best Practices - Data Integration RRS feed

  • Question

  • I need to build an integration between MS-CRM and our accounting system to link products that a customer has purchased to their account record in CRM.  I know there are several methods to do this, but wondering opinions on what works best (subjective, I know).  The source server is MS-SQL 2005 and the integration we use with our current CRM is all T-SQL based.

    1. C# Console App - Works, but not easy to maintain if there are changes.  I have some experience in this, but not a whole lot.
    2. T-SQL and SQL Agent - Could work, but everything I have read says to stay away from direct SQL inserts/updates in MS-CRM.  I am most experienced in this area.
    3. SSIS - Have not researched this too much, and my experience in this area is very limited.  I don't have a lot of time to spend learning SSIS and developing an integration project at the same time.

    Thoughts, ideas?  Anything I have left out as an option?
    Thursday, January 21, 2010 2:46 PM


All replies

  • Hi,

    One option could be to create a web service whic will update product details for the account,
    From your accounting system you can call this webservice and pass data in xml format and in response your webservice will update account.

    For using SSIS you can check this post

    Hope it will help you !!
    Thursday, January 21, 2010 3:02 PM
  • Chris

    Definitely do not use #2. You will void your Microsoft support and very likely corrupt your database which is too easy to do with direct insert/updates without using the SDK.

    Jerry http://www.crminnovation.com
    Thursday, January 21, 2010 11:13 PM
  • Another option is third party integration tools, such as Scribe.

    Leon Tribe

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    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Friday, January 22, 2010 12:22 AM
    Friday, January 22, 2010 12:22 AM
  • For SSIS-based integration , I would recommend you check COZYROC SSIS+ library. The library includes Dynamics CRM adapters available since 2010 , which simplify the CRM authentication and integration process tremendously.

    SSIS Tasks Components Scripts Services | http://www.cozyroc.com/

    Saturday, August 4, 2012 12:20 PM