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Microsoft Dynamics 365 | Integration, Dataverse...
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Linking to Dynamics 365 Online using MS Access

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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:

  • 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

I have the same question (0)
  • ISInTX Profile Picture
    on at
    RE: Linking to Dynamics 365 Online using MS Access

    Hi Nya,

    Thank you for responding. As I stated before we are migrating to D365 Online and we have a consultant to help us migrate so I'll be sure to bring this up with them and see if they have had experience with MS Access and D365. Otherwise I will open a support ticket with MS.

    Incidentally, I set up a D365 online trial and link to the Account and Contact tables through MS Access and perform CRUD operations to those tables directly from within MS Access. Not only the specific CRUD operations were successful, other triggers within D365 were performed accordingly. I could see record information such as Modified By, Modified On were properly updated by D365.

    I'm not a professional developer so I wanted to make sure that the CRUD operations I described above are in fact permissible.

    Cheers,

    IS

  • Nya Profile Picture
    29,060 on at
    RE: Linking to Dynamics 365 Online using MS Access

    Hi IS,

    If in practice there are points of inconsistency with the official documentation, please raise a support ticket to MS for further help.

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