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CRM 2011 Import data from SQL

Question
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Hi,
I would like to know, how can I import data from SQL (external database) to CRM 2011 every day automatically ?
Is it possible ?
Regards,
Dany
Thursday, September 22, 2011 3:33 PM
Answers
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I want to re-iterate the danger in the second approach provided above by Surrealis. This could cause a lot of harm and could cause Microsoft to not provide support. Never perform any direct operations on the database except for select queries against the filtered views.
Jamie Miley
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http://mileyja.blogspot.com
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Follow Me on Twitter!- Proposed as answer by Jamie MileyModerator Wednesday, March 7, 2012 3:41 PM
- Marked as answer by Jamie MileyModerator Wednesday, March 7, 2012 3:41 PM
Thursday, September 22, 2011 6:58 PMModerator -
This useful post explains how you can integrate SQL with CRM using SSIS: http://blogs.msdn.com/b/crm/archive/2008/05/07/integrating-crm-using-sql-integration-services-ssis.aspx
It is written for CRM4, but you just need to update it to use the CRM 2011 SDK.
Gonzalo | gonzaloruizcrm.blogspot.com
- Proposed as answer by Gonzalo Ruiz RModerator Thursday, September 22, 2011 5:01 PM
- Marked as answer by Jamie MileyModerator Wednesday, March 7, 2012 3:41 PM
Thursday, September 22, 2011 5:01 PMModerator -
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:
Here is a link to the SDK:http://www.microsoft.com/download/en/details.aspx?id=24004
Jamie Miley
Check out my about.me profile!
http://mileyja.blogspot.com
Linked-In Profile
Follow Me on Twitter!- Proposed as answer by Jamie MileyModerator Thursday, September 22, 2011 3:38 PM
- Marked as answer by Jamie MileyModerator Wednesday, March 7, 2012 3:41 PM
Thursday, September 22, 2011 3:38 PMModerator
All replies
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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:
Here is a link to the SDK:http://www.microsoft.com/download/en/details.aspx?id=24004
Jamie Miley
Check out my about.me profile!
http://mileyja.blogspot.com
Linked-In Profile
Follow Me on Twitter!- Proposed as answer by Jamie MileyModerator Thursday, September 22, 2011 3:38 PM
- Marked as answer by Jamie MileyModerator Wednesday, March 7, 2012 3:41 PM
Thursday, September 22, 2011 3:38 PMModerator -
This useful post explains how you can integrate SQL with CRM using SSIS: http://blogs.msdn.com/b/crm/archive/2008/05/07/integrating-crm-using-sql-integration-services-ssis.aspx
It is written for CRM4, but you just need to update it to use the CRM 2011 SDK.
Gonzalo | gonzaloruizcrm.blogspot.com
- Proposed as answer by Gonzalo Ruiz RModerator Thursday, September 22, 2011 5:01 PM
- Marked as answer by Jamie MileyModerator Wednesday, March 7, 2012 3:41 PM
Thursday, September 22, 2011 5:01 PMModerator -
Dany,
Since I have just gotten done doing this for my current place I'll share with you my Exp.
1. Scribe - Depending on the entities you are attempting to import this can work or not. We used this software for a large chunk of our data migration. It did in fact work for a good portion of the import. However it missed key fields in some places and broke specific functionality in CRM 2011. After a support ticket and 3 MS engineers did we discover what was missing and how to fix it.
2. Direct DB insert - MS from what I understand doesn't support direct DB inserts, and in some cases you lose support.
3. Using the CRM SDK was the overall best solution. It allows for imports/updates to entities while not missing any background data fields, using the service proxy and will also cause any other business process to fire as required. It also allows the audit log to work correctly.
From the pain I've just dealt with over the past 2 months doing data imports using the SDK was a little more time consuming up front but it creates less problems in the long run.
-Stephen
- Proposed as answer by Surrealis Thursday, September 22, 2011 6:11 PM
Thursday, September 22, 2011 5:51 PM -
I want to re-iterate the danger in the second approach provided above by Surrealis. This could cause a lot of harm and could cause Microsoft to not provide support. Never perform any direct operations on the database except for select queries against the filtered views.
Jamie Miley
Check out my about.me profile!
http://mileyja.blogspot.com
Linked-In Profile
Follow Me on Twitter!- Proposed as answer by Jamie MileyModerator Wednesday, March 7, 2012 3:41 PM
- Marked as answer by Jamie MileyModerator Wednesday, March 7, 2012 3:41 PM
Thursday, September 22, 2011 6:58 PMModerator -
Thank you
Dany
Tuesday, September 27, 2011 7:58 PM -
If these answered your question you should come back and mark the posts as answers or as helpful as applicable.
Thanks!
Jamie Miley
Check out my about.me profile!
http://mileyja.blogspot.com
Linked-In Profile
Follow Me on Twitter!Monday, October 3, 2011 2:01 PMModerator -
I would just add to be cautious with assuming CRM2011 and SSIS will be a simple modification of how it was done with 4.0, as SQL Server (SSIS, CLR, etc) is all .NET 3.5-based, and there are problems when trying to use the CRM 2011 endpoints in a 'nice' way as it is all .NET 4.0 now.
I forget the specific issues, but it was problematic.
You could try to use the legacy 4.0 endpoints in CRM 2011, but there have been a lot of issues accessing those.
I'd stick with some kind of custom app, or a third party tool.
Friday, October 7, 2011 8:13 PM -
COZYROC SSIS+ library includes Dynamics CRM adapters with support for all deployment types - Premise, Hosted and Live. The adapters support CRM 3, CRM 4 and in the latest version CRM 2011 web services.
SSIS Tasks Components Scripts Services | http://www.cozyroc.com/
Saturday, August 4, 2012 12:28 PM