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I work in a company that has two different CRM accounts. Is there a way to pull a few fields from one of those CRM environments to the other? For example, I want to pull the date and an amount from one CRM environment and populate it in a corresponding record in the other CRM environment in an ongoing capacity. Any help would be appreciated. Thanks.
Hey there! There are tools and services available that can help you achieve this. One option is using a data integration platform like Nannostomus https://www.nannostomus.com/, which can extract necessary data, rearrange it to the preferred form, and automate data transfers. Another option is to use a custom script or API to extract it, but the process will be a bit longer that way. I hope it helps!
Hi,
We you want to export data then it is possiable. Ypu can sue kingswaysoft and create two different connections for both CRM and then can merge data according to your need and can export data in excel
Hi,
If you are familiar with SSIS, you can use it with the Dynamics 365 component of Kingways Soft. See: www.kingswaysoft.com/.../ssis-integration-toolkit-for-microsoft-dynamics-365
If you are interested in this solution, I can explain it further.
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