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Import data to Microsoft Dynamics CRM 2013 (without excel file) RRS feed

  • Question

  • Hello!

    I'm new in Microsoft Dynamics CRM and I would like to ask the following question:

    We are currently under the development of a CRM system for insurance and we want to "migrate" (import) data from our ERP (SAP) system to the Microsoft Dynamics CRM.

    As far as I know, one way to import the data is via an excel file. However, I would like to ask if there is another way (e.g. via integration) to import the data to the microsoft dynamics CRM?

    In addition, during the import, is there any way to add data to another entity implicitly (i.e. gather information from the data that is being imported and create new records to be added to a 'third-party' entity).

    Thank you very much.

    Nikos.

    Wednesday, May 7, 2014 7:31 AM

All replies

  • Yes! You can import data from various sources and use SSIS for ETL OR Custom Application using CRM webservices OR third party apps like Scribe.

    You can use SSIS/Scribe or even build your custom app to integrate with SAP. Scribe would be the easiest though but SSIS is best suited it you need some complex transformation or have huge data.

    Check these

    http://www.mohamedibrahim.net/blog/2009/07/06/sap-and-microsoft-dynamics-crm-integration-using-scribe/

    http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-crm


    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Wednesday, May 7, 2014 2:14 PM
    Wednesday, May 7, 2014 2:14 PM
  • Hello!

    Thank you very much for your response!

    However, I would like to understand if the following is possible:

    1. I would like to create a new web service and "store" somehow in the Microsoft Dynamics CRM (something like an endpoint).

    2. When an entry is created in the ERP system (SAP), then I would like to call this web service (my custom web service) and create the entry.

    Is it possible to do so? Should I have to create a new web service and how to I "store" it in MS Dynamics CRM?

    Thank you very much!


    Nikos

    Thursday, May 15, 2014 3:28 PM
  • Hi Nikos,

    Dynamics CRM has a very full featured web service infrastructure already embedded into the solution. You can create your solution to extract data from SAP and then call the webservice endpoint in CRM. You will have to do some work around identifiers and making sure they match if you are looking for update the records after insert etc. There are some great examples of how to update and modify data in Dynamics CRM via the SDK.

    Check these for sdk examples.

    http://msdn.microsoft.com/en-us/library/gg309282.aspx

    for a product based solution I would recommend Simego DS3 http://www.simego.com because I work for them.

    David


    Friday, May 16, 2014 10:18 AM