CRM data to feature class/ excel.

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06-19-2019 02:50 PM
deleted-user-yC5VkbyXzrQR
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 ? 

Thanks., 

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CraigSwadner
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

Did you know the best way to report issues to ITS is to use the Service Desk system? This will ensure someone in ITS gets your request and allows us to track the progress. Please enter all your issues and/or questions by clicking https://breeze.cape.capecoral.net

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