Link to CRM tables from external application

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  • edwardwill@googlemail.com
    #1

    Link to CRM tables from external application

    My client has a mission-critical application that was written in
    Microsoft Access sitting on a SQL Server database. It is basically a
    Quotation management system. The client wishes to install CRM and I'm
    investigating how to migrate the Customer data from their Quotation
    system to CRM. I'm pretty confident I can do this without too much
    trouble (having identified the relevant tables in CRM - AccountBase
    and ContactBase). However, I then want to link directly to the CRM
    tables from within the Access application. Normally I'd do this by
    setting up a DSN and using it to pull in links to the required
    tables. I've set up a DSN to connect to the CRM data, but when I try
    to link to the tables they don't appear in the list of available
    tables.

    Has anyone any experience of using ODBC to link external applications
    to CRM?

    Thanks

    Edward
    Tags: None
    • Larry Linson
      #2
      Re: Link to CRM tables from external application

      There are lots of Customer Relationship Management packages. There's no
      guarantee, unless the vendor of the CRM package makes it, that you'll be
      able to access their data tables from Access via ODBC or other protocol.

      And, without even the name of the CRM package you are using, it's really
      going to be difficult for anyone to offer suggestions.

      Larry Linson
      Microsoft Office Access MVP


        Comment

        • ChrisC
          #3
          Re: Link to CRM tables from external application

          My opinion only...
          Sounds like this is a migration route to just using MSCRM, and a
          change management issue.
          Perhaps you should rather consider a fast switch-over after ensuring
          MSCRM has all the functions and reports you need.
          Likely to be cheaper and more robust in the longer term.
          Chris
          mscrm(+)4u
          http://mscrm4u.blogspot.com
          Or, how to make it work for you!

            Comment

            • edwardwill@googlemail.com
              #4
              Re: Link to CRM tables from external application

              On 25 Jun, 06:17, "Larry Linson" <boun...@localh ost.notwrote:
              There are lots of Customer Relationship Management packages.  There's no
              guarantee, unless the vendor of the CRM package makes it, that you'll be
              able to access their data tables from Access via ODBC or other protocol.
              >
              And, without even the name of the CRM package you are using, it's really
              going to be difficult for anyone to offer suggestions.
              >
               Larry Linson
               Microsoft Office Access MVP
              The fact that this was posted on the microsoft.publi c.crm group should
              give you a hint.

                Comment

                • edwardwill@googlemail.com
                  #5
                  Re: Link to CRM tables from external application

                  On 25 Jun, 09:43, ChrisC <chris.co...@vi zola.comwrote:
                  My opinion only...
                  Sounds like this is a migration route to just using MSCRM, and a
                  change management issue.
                  Perhaps you should rather consider a fast switch-over after ensuring
                  MSCRM has all the functions and reports you need.
                  Likely to be cheaper and more robust in the longer term.
                  Chrishttp://mscrm4u.blogspo t.com
                  I agree, but the Quotation package is a very feature-rich application,
                  and I can't see management accepting the need to migrate.

                    Comment

                    • Larry Linson
                      #6
                      Re: Link to CRM tables from external application

                      If you come asking for help, you should make it easy for people to help you.

                      I read it in comp.databases. ms-access where you crossposted it, and am not
                      in the habit of going to the newsgroup header to try to figure out what
                      people are posting about.

                      Finally, condescending responses to people pointing out difficulties in your
                      questions aren't going to improve your chances of getting good help from
                      people in CDMA, should you need it in the future.

                      For good suggestions on effective use of newsgroups, see the FAQ for CDMA at
                      http://www.mvps.org/access/netiquette.htm.

                      Larry Linson

                      <edwardwill@goo glemail.comwrot e in message
                      news:6048a8b5-ee78-4ea1-99c7-21ab36254322@a1 g2000hsb.google groups.com...
                      On 25 Jun, 06:17, "Larry Linson" <boun...@localh ost.notwrote:
                      There are lots of Customer Relationship Management packages. There's no
                      guarantee, unless the vendor of the CRM package makes it, that you'll be
                      able to access their data tables from Access via ODBC or other protocol.
                      >
                      And, without even the name of the CRM package you are using, it's really
                      going to be difficult for anyone to offer suggestions.
                      >
                      Larry Linson
                      Microsoft Office Access MVP
                      The fact that this was posted on the microsoft.publi c.crm group should
                      give you a hint.


                        Comment

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