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Hi Friends,
We have currently CRM Dynamics and Dataware Housing solution.
We want integrate CRM and Data ware for reporting purpose.
What is the strategy when there are those that want access to CRM data from an ad-hoc reporting perspective? Is there a way to schedule some sort of download that could be ETL’d into a data warehouse? Is there some Power BI type tool that allows direct query access into a CRM DB structure?
Suggestions required.
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Is CRM OnPremise, or Online ? If it's OnPremise, then the ETL process can get the data directly through SQL; the only consider then is whether to access the data through the filtered views (supported, but the process has to run as a Crm user, and can have performance overheads), or the underlying views (unsupported, but greater performance)
If it's CRM Online, I'd use SSIS with one of the 3rd party SSIS CRM components (Kingswaysoft or Cozyroc). With CRM 2016 you can use Change Data Tracking to only get the data that has changed. You could also use this approach with CRM OnPremise
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