Retrieve data from BI to CRM 2013 Online RRS feed

  • Question

  • Hi

    There is need to integrate BI few of fields with CRM 2013 online. Customer is asking to update data in MS CRM from BI  once a day (or nightly). Also, If user wants to update data from BI, user can do at anytime.

    I would like to know the approach.

    Can Iuse SSIS / SCRIBE / scheduling / Job? How to achieve it..


    Monday, March 23, 2015 5:31 PM

All replies

  • Well, it sounds like you need two different solutions.

    Scribe/SSIS should be fine for your integrations, but on-demand is different.

    One option would be to to a live integration between CRM and the BI, so every BI change instantly pushes to CRM.  Otherwise you would need to create plugins and buttons for every entity in CRM that pulls form BI so the user can push it and get a refresh.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Monday, March 23, 2015 6:36 PM