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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Display data from anot...
Microsoft Dynamics CRM (Archived)

Display data from another database

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Posted on by SamCRM1 247

Hello All,

I am trying to display some data on CRM form using external SQL server database. When user enters the SSN of a customer, I want to query the SQL DB and display all the policies that are assigned to that SSN (either in lookup or optionset or some kind of grid). I have all that customer and policies information in a separate SQL server DB and not in CRM. I think I can use webresource but not sure how. Please help!

Thanks

Sam

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  • Chris Sherwin Profile Picture
    Chris Sherwin on at
    RE: Display data from another database

    Hi SamCRM1 how did you got it worked? Im working on same issue. Could you please the steps to display external database values into crm subgrid without saving the data into crm

  • SamCRM1 Profile Picture
    SamCRM1 247 on at
    RE: Display data from another database

    Got it working. Thanks

  • Verified answer
    Zohaib Uddin Khan Profile Picture
    Zohaib Uddin Khan 2,811 on at
    RE: Display data from another database

    Hi,

    You can achieve your requirement as mentioned below:-

    Approach # 1

    1. Create a WCF Service: It will fetch the data from the external SQL Server DB based on the SSN.
    2. On the Form_Onload: Call the WCF Service, it will return the data and populate that on the fields placed on the form.

    Approach # 2

    1. Create a WCF Service: It will fetch the data from the external SQL Server DB based on the SSN.
    2. Create a Custom Asp.Net page: It will call the WCF Service and show the data on the Asp.Net form.
    3. Create IFrame on the Form: Which will call the Custom Asp.Net page.

    Thanks.

  • Verified answer
    Joe Griffin Profile Picture
    Joe Griffin 1,254 on at
    RE: Display data from another database

    Hi SamCRM1,

    You are correct that a HTML Web Resource would be one way of doing it, however I do not know if there is a way of querying a SQL Server DB in JScript that would prevent against an SQL injection attack or similar.

    Do you have an SSRS instance connected to your SQL Server DB? I have been able to get SSRS reports embedded in a IFrame previously, passing parameters from a CRM field to a report. This would only be a read-only version of the data, however.

    Another option could be to setup a SSIS package that populates a custom entity in CRM with the data you need from the database on a regular basis, and then just query entity data instead from within CRM. KingswaySoft have some tools that can help with this.

    Hope this helps.

    Thanks

    Joe

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