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Linking CRM to third party datasource RRS feed

  • Question

  • Hi folks

    My company has CRM 2011 On Premise.  I am looking to link the Contacts entity to a third party database containing a few thousand names.  I know the datasource contains the data in sql tables.

    Other than importing, is there any way to create a dynamic link to the data?

    Thanks in advance.

    Fozi

    Thursday, February 14, 2013 4:54 PM

Answers

  • Out of the box there isn't any way - but if you have access to a developer and reference the CRM SDK you have some options. 

    If the data is exposed through a different website, you could potentially iFrame that page into a CRM window.

    You could also create a Silverlight or HTML/JavaScript application to pull data from your external source and display it within a portion of a CRM window. 

    You would be able to read data from the context of a current record and send it along with a request to the source to return the context specific values.


    Jason Lattimer
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    Thursday, February 14, 2013 7:17 PM
    Moderator