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New to CRM - Create new record which generates a csv file RRS feed

  • Question

  • I'm fairly new to Dynamics crm but we are investigating if Dynamics to replace our current system. One challenge we have is a connection to our financial system (which is outdated and cannot be customized, we also want to replace that but first we want to use Dynamics). At this moment our current CRM system creates a .csv file (when a new "matter" record is created) which is picked up and processed by the financial application. In return this creates a .csv file which is picked up and processed by the crm application.

    For the time being (until we change our financial system) we want to keep working this way, using the csv's. Can this be done using Dynamics CRM (online)?

    Thanks, Mike

    Monday, December 28, 2015 12:09 PM

Answers

  • Let's make it simpler.

    You have system X and a Dynamics CRM Online instance. You need to interact with system X with a CSV file pushed somewhere.

    First because it's CRM Online, you will need a internet-reachable place to put the created CSV file, it can be your server or an azure server.

    After your system X will pick up the file from the internet-reachable place and process it, if your system X can't pick up the file (if it expects it in a specific folder) you will need to create a small application that will check every X time (seconds, minutes, hours) if there is a CSV file at the internet-reachable place and move it to the system X folder.

    Now, how the CSV file got created? you have two ways, one is to write a plugin that will be triggered when the "matter" record is created. let's say for example is account,  when the account "The Trump Organization" is created inside Dynamics CRM, the plugin will create the CSV file on the memory and save it to the internet-reachable place.

    the second way is to create a small application that will check every X time new created accounts and create the CSV files, in this case you don't need the internet-reachable place but you can do all the stuff from your local server (the only condition is that the CRM Online is reachable) the downside is that you don't have a realtime processing but basically a polling system.

    EDIT: because you have also a "return" CSV file, the small application will handle also the pushing/process of this CSV file to Dynamics CRM Online.

    Maybe I wrote too technical, but the main part is: yes it's doable, based on the systems and resources involved you can have different approach to solve this integration problem.

    hope it helps


    My blog: www.crmanswers.net - CRM Theme Generator


    Monday, December 28, 2015 12:29 PM

All replies

  • Yes create custom workflow to create a file once new record created or write post plugin to create csv file at specifiedlocation which will be accessed by CRM user .
    Monday, December 28, 2015 12:23 PM
  • Let's make it simpler.

    You have system X and a Dynamics CRM Online instance. You need to interact with system X with a CSV file pushed somewhere.

    First because it's CRM Online, you will need a internet-reachable place to put the created CSV file, it can be your server or an azure server.

    After your system X will pick up the file from the internet-reachable place and process it, if your system X can't pick up the file (if it expects it in a specific folder) you will need to create a small application that will check every X time (seconds, minutes, hours) if there is a CSV file at the internet-reachable place and move it to the system X folder.

    Now, how the CSV file got created? you have two ways, one is to write a plugin that will be triggered when the "matter" record is created. let's say for example is account,  when the account "The Trump Organization" is created inside Dynamics CRM, the plugin will create the CSV file on the memory and save it to the internet-reachable place.

    the second way is to create a small application that will check every X time new created accounts and create the CSV files, in this case you don't need the internet-reachable place but you can do all the stuff from your local server (the only condition is that the CRM Online is reachable) the downside is that you don't have a realtime processing but basically a polling system.

    EDIT: because you have also a "return" CSV file, the small application will handle also the pushing/process of this CSV file to Dynamics CRM Online.

    Maybe I wrote too technical, but the main part is: yes it's doable, based on the systems and resources involved you can have different approach to solve this integration problem.

    hope it helps


    My blog: www.crmanswers.net - CRM Theme Generator


    Monday, December 28, 2015 12:29 PM
  • Hi Guido,

    Great answer. Thanks a lot!

    Mike

    Monday, December 28, 2015 12:38 PM