Microsoft CRM Integration
Hi all, I have never used Microsoft CRM, but I am using a deferent CRM system
and I have a couple of questions I hope that you can help with
1-How far Microsoft CRM can integrate with my local databases in SQL
servers? Can I link Microsoft CRM tables to my local database tables ?
2-I believe that Microsoft is based on SQL database itself, so can I add
tables to the CRM system?
Thanks for your answers in advance
The app allows you to add new entities, but not directly via SQL. It needs
to be done via the supplied tools. As for direct integrtion with existing
DB's, there is not direct capability, but you can develop hooks.It really depends on the data. You might consider using an IFRAME to
display that data or potentiall adding a tab to the form that displays a
custom page that displays the data. All depends on what it is and how it
relates. A callout or worflow would only help if you were actually rbinging
the data intot he CRM DB or pushing updates out.
Can you be more specific about 'hooks'? I am investigating CRM 3.0 and have
the same question. I have separate tables that hold data I want integrated,
such as total account sales, most recent sale, etc. Do you suggest 'hooks'
such as a callout, a .NET assembly in the workflow manager, something else?
Essentially, I want a property (like Revenue) of an account (or any other
entity) to dynamically pull from my own tables, instead of storing it in the
CRM internal tables. Is this possible?