Hello All,
I have an MS Access app that performs various processes and calculations using data tables that reside in CRM (on premise CRM 2016). Since our CRM 2016 is on premise, the Access app links to the views in SQL server made available in CRM (dbo.FilteredAccount and dbo.FilteredContact). The MS Access app is designed to NEVER write to the CRM tables. Once processes and calculations are performed in the MS Access app, usually there is some updates need to be applied to the CRM data (Account and Contact). Again, the MS Access app never writes directly to CRM data (Account and Contact). I have done this necessary updates by using the export import in CRM. The idea here is to "never make direct updates to CRM tables".
We are upgrading to Dynamics 365 Online, I found the documentation below that suggests direct updates made from MS Access can be made.
Link to or import data from Dynamics 365 (microsoft.com)
I found the following statment:
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When you link to data, Access creates a two-way connection that synchronizes changes to data in Access and Dynamics 365.
I understood why direct updates shouldn't be done to CRM tables in the past but the above document suggests that I now can make updates in MS Access directly and not have to worry about the integrity of the data in CRM. Can someone confirm that with D365 I can now, in fact, perform CRUD operations on CRM tables directly in MS Access that are linked to D365 as described in the above document?
Thank you,
IS