Dynamics CRM 2011 的计划导出/导入

发布于 2024-12-29 03:04:59 字数 150 浏览 2 评论 0原文

我不知道这是问这个问题的正确地方,但我尝试一下。有谁知道 Dynamics CRM 2011 中是否有一个功能可以创建一个计划,该计划可以自动导出实体的 XML 和/或从定义的位置导入另一个文件的计划?

我必须自己编写代码吗:(?这个问题的背景是两个数据库之间的日常同步

I don't know if this is the right place to ask but I give it a try. Does anyone know if there is a functionality in Dynamics CRM 2011 to create a schedule that does an automated XML Export of an entity and/or a schedule for import another file from a defined place ?

Do I have to code that myself :( ? Background for this question is the daily synchronisation between two databases

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真心难拥有 2025-01-05 03:04:59

我自己正在研究这个问题,并找到了最有用的 Dynamics 助手之一(请参阅 http://varghesedanny.com/< /a>)

这是一份副本 &粘贴我们最近的截击背和关于这一点...

我一直倾向于插件+ XRM,而我的另一个主要对手正在研究 SSIS 方法...

假设:
1. 假设 SQL 数据库中已有可供使用的数据格式
2. 假设这是 CRM 之外的数据库

可能的解决方案:

  1. 使用 XRM 方法,您可以创建一个“集成日志”实体,其中包含集成状态字段、集成数据条目和错误处理字段。然后,在更新字段时(您可以手动执行此操作或使用按钮),触发异步插件来读取数据库、解析 XML 并将其拉入 CRM。

  2. 您可以使用 SSIS(与 SQL Server 一起免费)并添加计划任务来启动集成过程。设置起来有点复杂,但也不算太糟糕。

  3. Scribe是第三方软件,有点贵,但是很多操作都是点击式的,是我们很多客户用来集成和迁移数据的常用工具。您还可以设置自动批处理作业以按时间间隔进行集成。

话虽这么说,PHP 中有可行的代码,我的团队已经证明可以与 Rollup 10 一起使用...

http://code.google.com/p/php-dynamics-crm-2011/source/browse/branches/RB-1.0.2/RB-1.0.0/DynamicsCRM2011.demo.php? r=69

I'm working on this myself and having found one of the most helpful Dynamics helpers out there (see http://varghesedanny.com/)

Here is a copy & paste of our recent volley back & forth about this...

I had been leaning towards plugin + XRM whereas my other main counterpart is looking into the SSIS method...

Assumptions:
1. Assuming you have the data already in the SQL database in a format ready for consumption
2. Assuming this is a database outside of CRM

Possible solutions:

  1. Using XRM methodologies, you can create an “integration logs” entity with fields around status of the integration, an entry for the data integrated and a field for error handling. Then on update of a field (you can do this manually or using a button), trigger an asynchronous plug-in to read the database, parse the XML and pull it into CRM.

  2. You can use SSIS (free with SQL Server) and add a scheduled task to kick off an integration process. This is a bit complex to setup, but not too bad.

  3. Scribe is third-party software, a bit expensive, but many of the operations are point and click and is a common tool used by many of our clients to integrate and migrate data. You can also setup automated batch jobs to integrate in intervals.

That being said there is workable code in PHP that my team has proven to work w/ Rollup 10 here...

http://code.google.com/p/php-dynamics-crm-2011/source/browse/branches/RB-1.0.2/RB-1.0.0/DynamicsCRM2011.demo.php?r=69

秋叶绚丽 2025-01-05 03:04:59

据我所知,这在 CRM 2011 中不可用。有一个解决方案可以满足您的要求,但它是一个第三方应用程序。

一家名为 Scribe 的公司为所有 Dynamics 产品提供集成服务。

检查此链接抄写员

As far as I know this is not available in CRM 2011. There is a solution for your requirement but it is a 3rd-party application.

A Company called Scribe provides an integration services for all Dynamics products.

Check this link Scribe

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