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Accessing CRM data RRS feed

  • Question

  • Dear all, I'm not a CRM developer, I've a requiemtn to integate with CRM database (espcially customser and their information), so my question is how to gain access to CRM database. Is it ok to access it as a normal database, if so what is the restriction i may face? If not, what is the alternatives. Thanks in advance.
    Hosam Kamel
    Wednesday, September 9, 2009 5:09 PM

Answers

  • You can access the CRM database directly although that is not the preferred method because there's no capability to perform inserts or updates.  Don't access the tables directly since the security measures are bypassed at the table level.  Make sure to access the filtered views, there is one for each entity in CRM.  for instance, account data is stored in three tables in CRM, accountbase, accountextensionbase, and customeraddressbase.  By accessing the view filteredaccount, all the necessary joins are done for you.

    The preferred method for updating CRM data is using web services.
    Wednesday, September 9, 2009 5:52 PM
  • Hi, Hosam.

    I suggest you to use CRM webservice for data retrieveing. Check following URLs:
    http://msdn.microsoft.com/en-us/library/cc151038.aspx
    http://msdn.microsoft.com/en-us/library/bb887784.aspx
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Wednesday, September 9, 2009 6:05 PM
    Moderator
  • Leverage the CRM SDK to discovered supported methods for interacting with the CRM database and application.

    If you are not comfortable writing code to integrate data with the database, then check out Scribe Software.

    Best Regards, Donna
    Wednesday, September 9, 2009 6:37 PM
  • If all you want to do is query the data then you can do that through SQL Management Studio.  If you need to pull data and integrate it with another application then take a look at the SDK previously referenced.  It also contains the information about Web Services.
    Best Regards, Donna
    Wednesday, September 9, 2009 11:44 PM
  • You are safe to select from the FilteredCustomers view using SQL, or web services -- both work well.
    Web services -- Metadatawebservice - found here: http://crm-server/mscrmservices/2007/metadataservice.asmx or crm service found here: http://crm-server/MSCrmServices/2007/CrmService.asmx
    Thursday, September 10, 2009 3:49 AM

All replies

  • You can access the CRM database directly although that is not the preferred method because there's no capability to perform inserts or updates.  Don't access the tables directly since the security measures are bypassed at the table level.  Make sure to access the filtered views, there is one for each entity in CRM.  for instance, account data is stored in three tables in CRM, accountbase, accountextensionbase, and customeraddressbase.  By accessing the view filteredaccount, all the necessary joins are done for you.

    The preferred method for updating CRM data is using web services.
    Wednesday, September 9, 2009 5:52 PM
  • Hi, Hosam.

    I suggest you to use CRM webservice for data retrieveing. Check following URLs:
    http://msdn.microsoft.com/en-us/library/cc151038.aspx
    http://msdn.microsoft.com/en-us/library/bb887784.aspx
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Wednesday, September 9, 2009 6:05 PM
    Moderator
  • Leverage the CRM SDK to discovered supported methods for interacting with the CRM database and application.

    If you are not comfortable writing code to integrate data with the database, then check out Scribe Software.

    Best Regards, Donna
    Wednesday, September 9, 2009 6:37 PM
  • Dear all, thanks a lot for your answers ... i need to clarify more 
    all i need is to access users (customers) information from CRM I'll not insert or update.
    So is database direct acces safe at this state ? although if i used web services which web service is should access to get this information?


    Thanks a lot

    Hosam Kamel
    Wednesday, September 9, 2009 11:19 PM
  • If all you want to do is query the data then you can do that through SQL Management Studio.  If you need to pull data and integrate it with another application then take a look at the SDK previously referenced.  It also contains the information about Web Services.
    Best Regards, Donna
    Wednesday, September 9, 2009 11:44 PM
  • You are safe to select from the FilteredCustomers view using SQL, or web services -- both work well.
    Web services -- Metadatawebservice - found here: http://crm-server/mscrmservices/2007/metadataservice.asmx or crm service found here: http://crm-server/MSCrmServices/2007/CrmService.asmx
    Thursday, September 10, 2009 3:49 AM