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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Fetch data from Oracle...
Microsoft Dynamics CRM (Archived)

Fetch data from Oracle DB on form Load

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Posted on by Rahul-Waghmare 990

Hi,

I am working one media project where business architecture is like, Customers information are stored onto CRM and customer's services related information are stored into Oracle DB. Now, the requirement is like, on the entity form we are auto-populating the customer lookup with some value, now on the form load we want to fetch the services of the customer from Oracle DB on Form load. How could I achieve this?

We can not go with JavaScript approach as using credentials at client side will be risky as its having Customer details.

Regards,
Rahul

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  • Suggested answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: Fetch data from Oracle DB on form Load

    Hi,

    You can use plugin on Retrieve without any performance issues. Just don't put this plugin on your Account. Create custom entity (for example "Oracle DB Data") and just create the plugin on this entity. It will not affect the retrieve for accounts. You can then call the retrieve from Javascript and in the plugin handle all the authentication etc. Plugin must be on POST Retrieve, you can then put whatever you like in OutputParameters of the plugin, so you can return the data that you've got from Oracle. The other approach would be to prepare a dedicated service for that which you can call from JS without any credentials (or just pass windows credentials for example)

  • Rahul-Waghmare Profile Picture
    Rahul-Waghmare 990 on at
    RE: Fetch data from Oracle DB on form Load

    Hi,

    We need to store the data into CRM. In workflow we can use out parameters to get the related data from oracle db and keep it into CRM fields. Is there any challenges in this?

    Regards,

    Rahul

  • Rahul-Waghmare Profile Picture
    Rahul-Waghmare 990 on at
    RE: Fetch data from Oracle DB on form Load

    Thanks for the reply.

    Yes, it is CRM 2011.

    And we too thought of Retrieve plugin approach, but it will impact the performance. Now one more approach I am trying by custom workflow activity and trigger it from JS on formload event. Is it possible to achieve without any performance issue?

    Regards,

    Rahul

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