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Microsoft Dynamics CRM (Archived)

Exporting Data from CRM Real Time

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Posted on by 30

Hi People

 

I have a huge problem, running variable program that requires data extracted from CRM, 

I need to extract products sen,t account number, agent id, and also date.

Want this to run in real time so that I can send to excel and then code the data strings into shorter strings into a new variable program that is going to produce company records on certain outcome.

I am looking at collecting data from other sources but the information that will be generated by program will be far stronger if I can have instant data sent on the fields above from CRM system.

 

What are the best options, I know I can extract daily reports but due to the scale of volume of data it is going to exceed over 50000 in some categories.

 

Also processing the data real time will also ensure that the data is produced quickly with much more detail as to company activity.

 

If I manipulated the CRM field for date and time reporting would this cause instability issues?

 

Cheers

 

 

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  • Verified answer
    Gus Gonzalez Profile Picture
    27,113 on at

    You could increase the number of records you can export to Excel and use a Dynamic Excel file to extract the data in real time.

    You could also create a report that gathers the data, save the link to the report on your desktop and just double click on the shortcut any time you need the results; the results of the report can be saved into Excel, Word or even PDF.

  • Community Member Profile Picture
    on at

    Hi, 123EARP123.

    Thanks for sharing your problem. I wonder have you ever worked it out? As for me, I have never tried to extract products sen,t account number, agent id, and also date. I have ever tried to extract text from pdf files with the help of some 3rd party pdf text extraction toolkits. Namely, converting pdf into text, extracting texts form pdf, extracting images form pdf, etc. will be much more convenient. So you can also google it and find a pdf to text conversion sdk to help you with relevant issues. You'd better check its free trials for users first. I hope you success. Good luck.

    Best regards,

    Pan

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