- How do we bring data from external application to CRM?
- Posted by Onkar on September 4th, 2006
We have an application that creates quote with a SQL database in the
backend. We need to bring this quote data from SQL database into MSCRM
3.0 in batches once in a day and create and populate the relevant
fields in opportunities entity. What will be the best way to achieve
this?
- Posted by sheckyd on September 5th, 2006
Hi Onkar,
You can use the CRM 3.0 SDK to create your own tool that will read your
quote information from your cutom database and populate the data into CRM.
http://www.microsoft.com/dynamics/cr...sdkv3_0_4.mspx
This option requires programming knowledge.
Or you can use a piece of software such as SCRIBE, which allows you to use a
GUI to map fields from your cutom database into CRM. You can then save and
schedule your package to run on a daily basis. No code required, Scribe
provides gui interfaces.
http://www.scribesoft.com/mscrm.asp
The SDK is free, but you need someone with programming knowledge. Scribe
costs money but no programming knowledge needed!
- Posted by Onkar on September 8th, 2006
Hi,
Thank you for your reply.
We have programming resources in the company.
However we wanted to know how we should transfer data to and from
external database and MSCRM conceptually by using SDK.
It would be great if someone has done this before and give us a cue.
We need to get data on quotation from external application database and
populate Opportunity and Quote entity in MSCRM.
Any help will be highly appreciated.
Onkar
sheckyd wrote:
