CRM data to feature class/ excel.

06-19-2019 02:50 PM
Occasional Contributor

I have spatial data in CRM Dynamic 365 web based. 

I want to eliminate a step in my script where I have to manually download CRM data in Excel format. The script takes the (manually) download excel and plots the x,y points on a map. 

Does anyone know of a way where CRM can talk directly to an Excel sheet or even a SDE. I've tried the Dynamic Excel sheet. However when I try to refresh the connections it clears all the data and does not re-populate the data. 

Is there any other way for CRM to talk to ESRI's platform ? 


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Occasional Contributor

What is your CRM ? theoretically if data is in a modern database ie sql, oracle, Informix etc you should be able to see information in a spatial view. We do this here at the City.

Craig Swadner (GIS Coordinator)

City of Cape Coral

1015 Cultural Park Blvd.

Cape Coral, Fl 33990

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