web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Season of Giving Solutions is Here!
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / how to access external...
Microsoft Dynamics CRM (Archived)

how to access external database

(0) ShareShare
ReportReport
Posted on by shinigami 125

dear all,

may i know how the crm 2103 access the external database. for example, we might have a form with 10 fields. 2 fields are actually from external database data. what is the best practice to do that ? many thanks !

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    jlattimer Profile Picture
    jlattimer 24,562 on at

    A few options:

    1. Use an ETL tool or SSIS to move the data into CRM.
    2. If the data is available via a web service, use JavaScript to dynamically retrieve and display the data.
    3. Use an iFrame to display a custom web page that displays the data.
  • shinigami Profile Picture
    shinigami 125 on at

    hi jason,

    thank you for your support. many thanks !

    if i have 2 fields in the main form that requires displaying the external database. should i create a html with java script to get the external database data and save it as web resource ?

    many thanks again !

  • Suggested answer
    jlattimer Profile Picture
    jlattimer 24,562 on at

    If I had the option to connect to a local web service and retrieve/update the data using JavaScript I'd probably do it that way  - especially if you wanted the data updated close to real-time.

  • shinigami Profile Picture
    shinigami 125 on at

    Thanks for your great help Jason !

    may i know web service is the only way to access the external database ?

    would you please also share with us how to do that ? through web resource ?

    many thanks !

  • Soma Shekar Profile Picture
    Soma Shekar 461 on at

    Hi,

    1)

    You can use .net stand alone application and schedule this application in one of you machines ,

    so it will access your External database data and  stores into your CRM

    Thanks

    Soma

  • shinigami Profile Picture
    shinigami 125 on at

    hi soma,

    thank you for your support. what we need is just READ the external database data and show in the form.

    it seems like we can only use web resource and using java script to access web service for that purpose.

    any other way ? many thanks !

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi, You also can use SSRS Report then show it into the form using IFrame.

  • Soma Shekar Profile Picture
    Soma Shekar 461 on at

    Hi,

    You need to use web services to access your database ,this is another way to get the data from external database,

    Thanks

    Soma

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Shidin Haridas Profile Picture

Shidin Haridas 2

#2
Abdullah13 Profile Picture

Abdullah13 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans