topic Re: connection to microsoft dynamics crm in SAS Data Management

connection to microsoft dynamics crm

kiranv_ — Tue, 31 Jul 2018 18:07:36 GMT

Hi,

We are trying to connect to Microsoft dynamics crm through SAS and I have no idea how to do this. We would like to read and write to Microsoft dynamics. Has anyone done something like this before and can provide some clues.

Re: connection to microsoft dynamics crm

LinusH — Tue, 31 Jul 2018 19:13:04 GMT

Since this is business application, you shouldn't read or write to it without the system administrators blessing. So in would start a dialogue with them as a first step.

Re: connection to microsoft dynamics crm

kiranv_ — Tue, 31 Jul 2018 19:30:49 GMT

you are right @LinusH. Discussions are going on with system administrators, meanwhile I am trying to find some documentation relating to the connectivity and did not find any.

Re: connection to microsoft dynamics crm

kiranv_ — Tue, 31 Jul 2018 21:43:23 GMT

Can I do it using an API call any suggestions @ChrisHemedinger

Re: connection to microsoft dynamics crm

LinusH — Wed, 01 Aug 2018 12:17:40 GMT

It would help if you could describe your requirements a bit more - What do you need to achieve?
A part from the obvious SAS/ACCESS path there seem to be a couple of REST interfaces available.

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/data-entities/data-management-api

Re: connection to microsoft dynamics crm

SuryaKiran — Wed, 01 Aug 2018 12:18:44 GMT

Hi @kiranv_,

I guess you can connect to Microsoft Dynamics CRM through ODBC. Check this out

Re: connection to microsoft dynamics crm

kiranv_ — Wed, 01 Aug 2018 14:29:01 GMT

we need to read the data microsoft dynamics crm and then do scoring and then post the data back to microsoft dynamics crm. But currently we are looking how we can read the data into different tables. Please let me know, if you need any further information. Thank you very much for all the support.