Upload V8 CSV to Dynamics CRM on a schedule

(Bruce Ordway) #1

A 3rd party is retiring their tool we currently use to map V8 CSVs and upload on a schedule to Dynamics CRM.

Anyone else is uploading from Vantage to Dynamics CRM?
What tools do you use to automate the process?

The plan for the foreseeable future is to remain on V8.
So… I believe we’re limited to solutions with CSVs or ODBC.
We only need to upload a few customer related records once each day.
New/changed cust, shipto, calls, etc…