Microsoft Dynamics CRM data sync

Posted on 2011-10-12
Last Modified: 2012-05-12
I am new with Microsoft Dynamics CRM.  I have few questions:

1.the out of box CRM do not have all the forms I need, I have some transaction data for each customer that needed to recorded in the CRM. What should I do?
2. Every day, each customer will have some transaction, and all these transactions are resides in a proprietary database.  The transactions can be retrieved from the proprietary database. But how do I put this information in the CRM? I need to schedule a daily transfer of these data.
3. If I would like to have a two way data synchronization, could I used the MS Dynamics connector SDK to custom make a connector for my purpose? Or is the connector will only work among the MS Dynamics applications?

Question by:tommym121
    LVL 29

    Accepted Solution

    1) You can create new fields in the customization area and add these to the form or create a new record type for the data.
    2) and 3) You would need to write your own code to do the transfers using the methods described in the SDK. The SDK is not software, it is documentation and examples on how to program with CRM.

    For 2) if you can export from the proprietary database into a csv file, you can import the csv file into CRM but this is a manual process.


    Author Comment

    Would you be able to tell me the name of the method for transferring the data so I know what I am looking for in the SDK.  Thanks.
    LVL 29

    Assisted Solution

    In the SDK, search for the topic, "Import Data in Microsoft Dynamics CRM".


    Author Closing Comment


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