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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Query and Insert Data ...
Microsoft Dynamics CRM (Archived)

Query and Insert Data in Dynamic CRM from a Microsoft Access Application using VBA

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Posted on by Community Member Microsoft Employee

What is the best approach to insert and query Dynamic CRM using VBA code. I have a Microsoft Access Database Application what would need to query records in Dynamic CRM and possibly insert data. Is it possible with VBA code. I have used the Dynamic SDK a little in C#, so if I cant accomplish this in VBA, is it possible to make a dll in C# that I can use in VBA?

For example I want to create a Flag field on the Account entity. I would then need my MS Access Application to check whether or not the flag on an Account record is checked. Also I may need to update the Account record with information from the MC Access Application. 

My CRM is hosted by 3rd party vendor. I believe its "On Premise". 

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Query and Insert Data in Dynamic CRM from a Microsoft Access Application using VBA

    Is Organization.svc web service different from Microsoft Dynamics 365 Web API?

    msdn.microsoft.com/.../mt593051.aspx

  • ashlega Profile Picture
    ashlega 34,477 on at
    RE: Query and Insert Data in Dynamic CRM from a Microsoft Access Application using VBA

    If you have access to the CRM organization database, look at the FilteredAccount view - all Account entity fields will be there

    If you need more than just "read", or if you don't have access to the database.. Then have a look at what David wrote up there - that's the way to go then

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Query and Insert Data in Dynamic CRM from a Microsoft Access Application using VBA

    Thanks for the reply. I don't want to insert directly into the CRM database. For example I want to create a Flag field on the Account entity. I would then need my MS Access Application to check whether or not the flag is checked.

  • ashlega Profile Picture
    ashlega 34,477 on at
    RE: Query and Insert Data in Dynamic CRM from a Microsoft Access Application using VBA

    If you are on-prem, you might probably query CRM database directly.

    I would not recommend "inserting" directly into the database, though (which is technically possible, but you may end up with all sorts of problems - it's not "supported")

  • David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Query and Insert Data in Dynamic CRM from a Microsoft Access Application using VBA

    You might be able to set a web reference in VBA to the CRM Organization.svc web service, and access the SDK methods through that. In theory I'd expect this to work, though given that VBA is considerably older than the Organization.svc web service, it might not. It's also more likely to work if CRM is using AD authentication; if CRM is configured to use claims authentication then I'd probably go straight to using C# rather than trying with VBA

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