Scheduled export of data from Dynamics CRM

1
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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?

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scheduled-tasksdynamics-crmexport-to-csvmicrosoft-dynamics
if you know how to code download the CRM SDK and start from there, if you don't know how to code you can hire a developer, the task isn't difficult and scribe is not required. Don't consider this comment as bad manners, but StackOverflow doesn't permit this kind of generic questions. – Guido Preite

3 Answers

1
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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.

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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).

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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.