how to access external database

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Posted on by shinigami

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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 !

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jlattimer 24,564 on at

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A few options:

Use an ETL tool or SSIS to move the data into CRM.

If the data is available via a web service, use JavaScript to dynamically retrieve and display the data.

Use an iFrame to display a custom web page that displays the data.

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shinigami 125 on at

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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 !

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jlattimer 24,564 on at

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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.

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shinigami 125 on at

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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 !

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Soma Shekar 461 on at

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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

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shinigami 125 on at

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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 !

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Aileen Gusni 44,524 on at

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

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Soma Shekar 461 on at

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Hi,

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

Thanks

Soma

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