Dynamics CRM to pull data from sql server

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Hello

I have a requirement where i am supposed to pull data from a table stored on a sql server and put that data inside a entity on dynamics. this does not need to necessarily be real time. I can have it scheduled to do the data import maybe 5 times a day. I am looking for the best way to do this. so essentially we know the sql query we need to run, i want to run the query somehow and grab the resultant data from sql. Then map the data onto the entity. I know i can manually get the data as csv and use that to upload it using the mapping and data import features of dynamics crm. But i need this entire process to be automatic. I am trying to somehow use javascript to automatically grab the data, (essentially run the sql query twice a day) and upload the data to the entity. The tables and fields are always the same. The entity is a reference entity that other entities use to relate information to.

Thanks.

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Wayne Walton 13,728 on at

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RE: Dynamics CRM to pull data from sql server

You're not going to be able to "pull" from CRM on a schedule like that. you're going to have to write a service that will reside on the SQL server (alternately, in Azure) and will push the data to CRM at your schedule.

If you want, you could make a console app that just grabs and pushes the data from SQL to CRM, and then use the built-in task scheduler to run the console app on your schedule. That would be even simpler than writing a full service.

But either way, it can't start from CRM.

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Aric Levin - MVP 30,190 Moderator on at

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RE: Dynamics CRM to pull data from sql server

Not sure if you are using SQL Server On-Prem or Online, but the easiest solution that you can accomplish is create an SSIS package, and using KingswaySoft CRM Connector (or other product), you will be able to populate the data into CRM. You can schedule when the SSIS package would run.

The package can be installed to run on your SQL Server.

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Wayne Walton 13,728 on at

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RE: Dynamics CRM to pull data from sql server

Oh, duh, yah. Aric's suggestion is way easier than what I was thinking.

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Community Member on at

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RE: Dynamics CRM to pull data from sql server

i would like to write my own code to push data to CRM. I know how to grab the data from sql using c# but pushing it to crm is the question. Does anyone have any good resources regarding how i can post to crm using a console application? i also dont have access to the sdk because its an exe. is there a way without the sdk ? because the system does not allow me to install exe files.... without extensive approvals

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Aric Levin - MVP 30,190 Moderator on at

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RE: Dynamics CRM to pull data from sql server

You will need to get the dll files from the sdk in order to establish connectivity to CRM, so I think you might have to ask for permissions for that. Also, there are plenty of sample is the SDK and quickstart on how to connect to CRM and create records...

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SergiiChvyr on at

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RE: Dynamics CRM to pull data from sql server

Hi,

Use www.microsoft.com/.../details.aspx

After installation you'll find lots of samples there and chm file for reference

Probably, you could also create console application and install SDK from nuget (just search for CRM sdk there)

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Community Member on at

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RE: Dynamics CRM to pull data from sql server

To pull your data from SQL server to Dynamics CRM, take a look at Skyvia. It is a cloud-based solution for totally no-coding integration with broad mapping and flexible scheduling features in the skin of understandable UI.

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gdas 50,091 Moderator on at

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RE: Dynamics CRM to pull data from sql server

Hi ,

I would suggest to build a console batch application or console application and scheduled it windows task scheduler.

Here in below thread I have posted sample batch application.

community.dynamics.com/.../273478

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