CRM Open Database Connection

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Hello

We have a requirement where we have a few 3rd party databases (in SQL or Oracle and possibly Microsoft Access) and we need to have a live view into 3 entities from our Dynamics CRM. Essentially we need a read only view into CRM dynamics from these third party databases and pull the values of parameters at real time. So if the field updates , it gets automatically updated in our 3rd party database. Does anyone know if CRM dynamics is capable of providing this functionality? And if yes Can anyone point me towards resources where I can learn to do this.

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RE: CRM Open Database Connection

What they had replied is about pushing the data to 3rd party databases (via custom code, SSIS/Scribe etc.)

Another option you can explore is through the use of Change Tracking and Data Export Service.

>Have an Azure Subscription and have a Azure Database to keep your CRM changes up-to-date.

>Create a public SQL view or something in the Azure Database.

>Put the view into the 3rd party application.

>technet.microsoft.com/.../mt744592.aspx

In this situation you no need to worry what data you need to push in to the 3rd party database (better not to touch their Database, isn't it?). They just need to call the view to get the data.
a33ik 84,331 Most Valuable Professional on at

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RE: CRM Open Database Connection

I should read questions and replies a bit attentive :)
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ashlega 34,477 on at

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RE: CRM Open Database Connection

Well.. I think it's possible to link a table to Access:

support.office.com/.../Import-or-link-to-SQL-Server-data-a5a3b4eb-57b9-45a0-b732-77bc6089b84e;rs=en-US&ad=US#bm2

Not sure about Oracle etc.

As for the connection string (sql server name and DB name) - please see above. You actually don't have to use FilteredViews, but, then, you'll need to configure SQL logins / permissions. CRM users will have access to the FIlteredViews by default (but those views will also account for CRM permissions, so keep that in mind)
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RE: CRM Open Database Connection

Im sorry this is confusing. Andreii, I think you miss understand what i am looking to do. We have Crm database where people do their work. we want to retrieve information from the CRM database and display it as a view in an external database.
a33ik 84,331 Most Valuable Professional on at

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RE: CRM Open Database Connection

Then again, you will have to write plugins that will read information from your external DB and provide it as CRM Entity. Good luck.
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RE: CRM Open Database Connection

Alex is correct. I am interested in simply reading data from entities that are stored onto CRM using an external database. We dont actually even need to modify the data, simply read it in.
ashlega 34,477 on at

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RE: CRM Open Database Connection

If it's "CRM data in Access", you might want to have a look at the filtered views:

technet.microsoft.com/.../dn531182.aspx

As for the database access, it's probably a question to whoever has deployed CRM.. to the deployment administrator maybe.. you can't find that information in the CRM user interface (though you can find some of that in the deployment manager):

technet.microsoft.com/.../dn920265.aspx
ashlega 34,477 on at

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RE: CRM Open Database Connection

Hi Andrii,

the question could be about doing it the other way around..

netzero, are you trying to display Access data in CRM or are you trying to display CRM data in Access?
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a33ik 84,331 Most Valuable Professional on at

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RE: CRM Open Database Connection

No,

That's not possible. You can't just point some entity to use other source. to make it possible you either will have to sync information between your CRM and external datasource using Scribe, SSIS or something else or develop plugins that will handle all the CRUD operations and CRUD information in your external DB.
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RE: CRM Open Database Connection

If i for example use microsoft Access, using the ODBC connection wizard, is it possible to have a linked table into crm? where would i find the connection string information for this? From what i understand the underlying CRM is simply an SQL server with tables. Can i somehow connect to that SQL Server?