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If you’re a CRM Online customer, you may find that you’d like to have direct access to the database to perform advance reporting or utilize business intelligence tools that otherwise wouldn’t be able to communicate with your CRM Online organization. Scribe provides a robust and easy-to-use tool that makes a copy of data in your CRM Online organization and syncs that data to an on-premises database that you have full control over. In part two of our Scribe Online Replication Service blog series, we’ll be showing you the steps needed to create connection for CRM Online and SQL On-premises.

Scribe Online

First things first, if you haven’t already, complete the steps from Part One in our series. Once the agent is installed and running on your desired server and the connectors have been installed, connections will need to be created for CRM Online and SQL On-premises.

CRM Online Connection

1. Log in to ScribeOnline.

2. Navigate to Connections.

3. Click on the + New button.
Scribe Online

4. In the window that appears, select the Microsoft Dynamics CRM adapter from the Type drop down menu.

5. Provide a Connection Name.

6. Select the Deployment as Online.

7. Enter your CRM Online Discovery Service URL.

8. Enter your user ID and password.

9. Click on the Browse button to obtain the Organization name.
Scribe Online

10. Click on the Test Connection button and confirm that you are able to connect to CRM Online.
Scribe Online

SQL On-premises Connection

1. Log in to ScribeOnline.

2. Navigate to Connections.

3. Click on the + New button.
Scribe Online

4. In the window that appears, select the Microsoft SQL Server adapter from the Type drop down menu.

5. Provide a Connection Name.

6. Provide the Server Name and SQL Instance (<servername>\<instancename>) unless it’s on the default instance.

7. Enter the database name that will have the tables created from CRM Online.

8. Choose an authentication method.

9. Enter the user name and password that you will be using to connect to the on-premises database.
Scribe Online

10. Click on the Test Connection button and confirm that you are able to connect to the SQL database.
Scribe Online

That’s all for the blog today! Stay tuned for part three where we will be finally creating the Replication Service solution!

Happy Scribe’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.