Hi Lowe,

This looks like very simple and achievable requirement. Ideal solution would be to use CRM web services. You can follow below steps.

1. Create field in Company like checkbox to control which company can be exported.
2. From the portal application add reference to CRM web service as follows.

http:////eware.dll/Webservice/Webservice.wsdl

Then follow the syntax mentioned in below mentioned blog post to query the data

https://community.sagecrm.com/developerhelp/Content/Developer/WS_EgSampleSOAPRequests.htm

i. You have to first call logon method with login parameters

ii. After logon retrieve the data as shown in sample calls to retrieve company data. You will get response in XML format which you can format and use in portal.

iii.Once retrieval is done call logoff method.

This approach is standard and will work in most of the cases. Yes, you can write stored procedures as well to retrieve the data, however continuous read writes from CRM and Portal to company table might lead to locking issues. Direct database access from third party applications should always be less preferable option as CRM data is stored in secure manner.

Hope this helps!

Regards,

Dinesh

Hi Dinesh - Thanks for this.

I have been reading up all about this for some time now and it would appear that what you have mentioned above requires a CRM user login ID to achieve the above.

What happens if there are many people on the web site that are requesting the information - how will CRM handle this if they are all using the same CRM user ID - I was looking at the anonymous user ID method that states you can only access information pages.

Please confirm that with an anonymous user ID login that I can also use the find option as well to locate company records that have the find criteria (which may be many records).

The system will then be able to pass back these records to the web site to be formatted on there web pages.

This means that the users requesting this information do not enter CRM at all (as that is the impression that I got from all of my reading that they had to enter into CRM screens).

Much appreciated an look forward to your reply.

In Sage CRM there is only one classification of users(named users) who are configured to access via web services, the amount of information you would like to limit to a particlar web service user will depend on the security profile that has been assigned to it and the number of objects that can be accessible for CRUD operations via web services defined within that security profile. Also the amount of records that can be accessed would depend on the security profile attached to the territories in CRM. Hope this helps answer your question