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CRM 2013 integration with external database RRS feed

  • Question

  • Hi All,

    I am having external database which consits of the company information

    Like company Name, email address etc..

    This same information i have to integrate with CRM account entity..

    can you please suggest me how can i do  this ?


    Rammohan

    Wednesday, April 16, 2014 7:07 AM

All replies

  • We did something similar a while back.

    I extracted the database into a CSV file and uploaded it to a custom entity that I'd created in CRM to handle this data. I then created a 1:N relationship between Account and the custom entity. I then went into each record on the customer record and selected the account that it needed to update. Once this was in there, I wrote a workflow that I ran against each record in the custom entity to update the account (parent) record with the information in the custom entity. Once everything was updated, I deleted the workflow and the custom entity.

    • Proposed as answer by Jon_Evans Wednesday, April 16, 2014 3:05 PM
    Wednesday, April 16, 2014 3:02 PM
  • Rammoham,

    if its about permanent integration, sync tools can help to integrate codeless:

    http://www.layer2.de/en/community/FAQs/cloud-connector/Pages/CRM-Online-2011-Contact-Sync-SharePoint.aspx

    The blog is about SharePoint integration, but it works in the same way for SQL:

    http://www.layer2.de/en/community/FAQs/cloud-connector/Pages/SQL-Sync-to-Office365.aspx

    Hope that helps, just let me know.

    Thanks, Frank

    Wednesday, April 23, 2014 1:53 PM