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CRM 4.0 and and outside SQL database

Posted on 2011-02-17
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Last Modified: 2012-05-11
Hi Experts,

If I needed to create a copy of the CRM account and lead tables, to make them accessible for a search through a separate SQL database that I would copy them into, does anyone have a recommendation on what is the most efficient way to accomplish this?  
Here's the request.  I'm supposed to create a solution where users can grab, on-demand, a  copy of the tables, and restore them into a separate SQL database.  
They will use this simplified database to search whether a client is already in the database, or if they are a new client, then we'll want to create a new LEAD in this database.  
(The idea behind this is to manage a homegrown loyalty program on a custom entity in the production CRM.)
Then, I'm supposed to take any data that has been added or changed to this outside database, and integrate it into the production CRM.  These changes would be: adding a new lead record, finding that someone exists in the database, recording that they attended an event on a certain day, ...etc.

This is starting to sound like the Offline Mode CRM where we sync it up when we are done.  We don't need a full-fledged offline version of CRM though, just the ability to search if someone exists already either a Lead or an Account.  

What are everyone's thoughts on the most efficient and supported way to do this?  
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Question by:bucball2007
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3 Comments
 
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Expert Comment

by:MIKE
ID: 34923691
Backup data on source system,...then Restore the database on the remote system on a nightly basis.

And or vice versa....

???
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Accepted Solution

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bucball2007 earned 0 total points
ID: 34973274
Hi CRX,

Thanks for the feedback.  I've been trying out several different approaches. I only need about 10 columns on 5 or less entities copied into a separate sql database.  I think what I'm going to end up doing is a stored procedure to join and query exactly what I need, then insert it based on the project specs.  so far that seems to be working...

thanks!
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Author Closing Comment

by:bucball2007
ID: 35005306
trying to keep the size down on the outside custom database, so I'm only pulling in exactly what I need, and I can query and join it to get it looking the way I want before I insert
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