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How can i transfer data from CRM to SQL Server?

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Posted on by Community Member

I want to move data from CRM to SQL Server. How can I achieve that in best possible way ?

I have retrieved few tables using Data Export on CRM but I get to see Id's not values(display name) of entities in SQL Server.

Any help will be appreciated.

Kind Regards,

Nikz

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Community Member on at

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RE: How can i transfer data from CRM to SQL Server?

Thanks !
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ananeto 17 on at

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RE: How can i transfer data from CRM to SQL Server?

I see you have already been able to get some info, but still, it may still be worth considering a third-party tool to save you time. Using a tool makes sense, especially if you have to repeat the transfer or keep the CRM in sync with the SQL server tables. Have a look at a case study on the sync between CRM and SQL.
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Bipin D365 28,981 Moderator on at

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RE: How can i transfer data from CRM to SQL Server?

Hi,

Use crm.OptionSetMetadata table to get the display name.

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Community Member on at

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RE: How can i transfer data from CRM to SQL Server?

How can I get stringmap with my other tables while export ? I can just see these tables.
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RE: How can i transfer data from CRM to SQL Server?

I cannot see Stringmap table but I can see Global and OptionSetMedtadata in SQL Server.

I have retrieved all the Option set values and created different lookup tables in SQL Server , which are Global and will be used at many places.

Thanks!
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Mahadeo Matre 17,021 on at

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RE: How can i transfer data from CRM to SQL Server?

To export option set values in online is difficult. There is a one tool in XrmToolbox called " PowerBI OptionSet Assistant", you can use this tool. This tool will create one custom entity and in that entity will have option set integer and text values, using Data export you can export this entity to SQL and then use joins to get option set values.

For more details please check

www.xrmtoolbox.com/.../

365lyf.com/.../
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Bipin D365 28,981 Moderator on at

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RE: How can i transfer data from CRM to SQL Server?

Hi,

Check stringmap table which has optionset display name stored in SQL.

What I meant when I said related entities is for lookup field not for optionset.

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Community Member on at

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RE: How can i transfer data from CRM to SQL Server?

I used Data Export Service only to retrieve my main table. I can see Option Set Metadata and Attribute Metadata along with my main table.

You are suggesting to import all Option Sets with main table to SQL Server and use Joins to retrieve actual data ?

Thanks !
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Bipin D365 28,981 Moderator on at

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RE: How can i transfer data from CRM to SQL Server?

Hi,

Data Export service is best solution to achieve your requirement.

You will have to export related entities as well and then perform join to get display name of lookup fields.

Please mark my answer verified if i were helpful