505
Hello experts,
We have two CRM systems, on-prem and online.
We need to sync records from on-prem to online once in a day.
What would be the best approach for this?
Can we use common data service for this?
Hello,
You can use an ssis package with kingswaysoft that is highly recommended data integration when working with d365.
For more information about the kingswaysoft, check this link: https://www.kingswaysoft.com/
I believe you've used it before, but if it's data without too much complexity, you can use the export/import process.
Regarding
Lennon J. Soeiro
Support Engineer
Hi,
You could write custom console application code to fetch data from Onpremise SQL and upsert records on Online CRM using OOB Organization service if number of entities and records are more. Also if you want to have some business logic to be applied before syncing the data, You can do that since you have control on code.
Then you can schedule this console app exe in task scheduler on your server to run on daily basis.
If you go with custom code, you will have much control on applying business logic. For example if you want to sync closed case or qualified leads the first thing you need to do is to create records in open state and the qualify and resolve records.
If you don't want to go with custom code then you can utilize various CDS service such as Data integration tools to create custom gateway to connect to CRM onpremise.
You can also look at Azure data factory to create the pipeline which will sync the data from onpremise to online.
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