CODEWITHSUNDEEP
scheduled-tasksdynamics-crmexport-to-csvmicrosoft-dynamics
Stewart Marshall
Stewart Marshall

Reputation: 147

Scheduled export of data from Dynamics CRM

I hope someone can help me. I would like to find a way to do a scheduled export of select data from Microsoft Dynamics CRM (Online)

Preferably to a CSV file and have the export automated at a recurring time (at least once a day) so it does the export to a specified location without any user interaction.

I'm aware of Scribe for example but that is very expensive and I need a cheaper solution. Any ideas for scheduled and unattended exporting from Dynamics?

Upvotes: 1

Views: 4298

Answers (3)

Josh Priollaud
Josh Priollaud

Reputation: 1

Flatly lets you auto-export data from Microsoft Dynamics Online to CSV (placed in cloud storage) every 10 minutes, hourly or daily. It takes 5 minutes to setup. flatly.io

Disclosure: I work at Flatly.

Upvotes: 0

AK3800
AK3800

Reputation: 2298

As @Guido Preite mentioned, your best bet is to get the CRM SDK. Since cost is an issue with turn-key third-party software, the SDK is a good alternative if you have a little time to get familiarized with it. There are a lot of good examples straight from MSDN and the SDK documentation to get you up and running quickly, start here. Basically what you could do is create a simple console app that queries the data you need, then save it off to a file. This could then be scheduled via Task Scheduler.

Upvotes: 1

Mike Feingold
Mike Feingold

Reputation: 368

Scribe is a good solution, but isn't cheap as you say.

I've used KingswaySoft to do scheduled data imports and exports with CRM. See http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-crm. It's a good product and is cheaper than Scribe. No coding is required, although you'll need some experience of SQL Server Integration Services (SSIS).

Upvotes: 0

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